Accounts

An account is created in Nori in two ways: automatically via the bank connection with Enable Banking, or by CSV import of a file that your bank or credit card provider gives you.

You can use both ways at the same time – so you can sync one account automatically and maintain another via CSV.

Accounts are the foundation for every transaction Nori can capture and match. When you use this feature, your incoming payments are detected automatically and matched to the right invoices and receipts.

Details#

In an account's detail view you see the current balance – which can also be negative –, all money in and out, as well as the details of each individual transaction. Here you can also match receipts manually.