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Setting your bank sync preferences

Once your bank is connected via Akahu, you need to set sync preferences for each account.

In Money > Summary, click into each account and set:

  • Account use - Business (or Business with personal if mixed, or Personal if not relevant)
  • Transaction start date - typically 1 April of the current financial year (FY27 starts 1 April 2026)
  • Schedule - Daily is recommended
  • Click Save and sync

If you have personal and business accounts mixed in one bank login, set the business account to Business and the personal accounts to Personal. Only Business accounts feed into your reports.