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Bank Accounts

Bank Accounts are accounts used as transaction accounts such as personal or business accounts that you have with a bank, credit union, or other financial institution. These may include any credit card, loans, savings & check/cheque accounts, as well as store/retail credit cards. You may also include Trust or similar accounts where transactions are conducted on your behalf.

Types of bank accounts

To add a bank account go Add > Bank Account.

Credit cards are considered bank accounts in Saasu which is set as a Liability account.

Edit Bank Account

This screen allows you to add or edit the details of your personal or business accounts that you have with a bank, credit union, or other financial institution. These may include any credit card, loans, savings & cheque accounts, as well as store/retail credit cards (such as a Grace Bros. or David Jones card). You may also include Trust or similar accounts where transactions are conducted on your behalf (such as in agent managed rental properties).

Display Name

This is the name of the account as you would like it to appear in transaction screens by default when selecting your Payment Account. We recommend you keep the length of the display name fairly short so that it displays correctly in lists. Examples of display name are "Business Cheque", "GST Account", "Personal", "Corporate AMEX".

Note: Account name, BSB and Account Number are required elements for connecting a direct bank feed.

Get your bank data automatically

In Saasu you can get your bank data automatically via a Bank Feed.

To connect a bank feed follow the instructions on the relevant help note, depending on whether you are connecting a direct feed or a feed via the data broker (Yodlee).