▶Overview
SmartBank features overview
See how the core tools work together before you begin.
Watch on YouTube ↗SmartBank learning centre
Learn the workflow.
One clear step at a time.
Start with the four-step cycle or jump straight to the task you need. Choose a topic below or search for the task you need. The original tutorials remain available alongside the new PDF demonstration.
New demonstration
Automatic PDF import.
Start with David’s latest demonstration: direct PDF conversion, password-protected statements and accounting package exports.
Use the original PDF bank statement downloaded directly from your bank. Scanned statements, photographs and image-only PDF copies are not supported.
Trial & upgrade details →New to SmartBank?Start with the PDF demonstration or the overview, then follow the import, allocation and reconciliation guides. Older recordings may show earlier screens.
Find the right video.
22 tutorials, grouped by task. Select a thumbnail or the green button to watch on YouTube.
Showing all 22 tutorials
No tutorials match that search. Try a different word or .
01
Start here
Statements & importing
3 videos
Get the correct statement file and bring it into SmartBank.
▶
▶Download
Download a bank statement
Choose and save a supported OFC, OFX, CSV or text file.
Watch on YouTube ↗
▶Import
Import a statement
Use the SmartBank import workflow for your downloaded file.
Watch on YouTube ↗02
Work the batch
Allocate, split & edit
10 videos
Use the tools that remove repetitive cashbook work.
▶Auto-allocation
Recurring transactions
Save repeat mappings and allocate familiar bank entries.
Watch on YouTube ↗
▶Auto-allocation
Detailed allocation guide
A closer look at building and using allocation rules.
Watch on YouTube ↗
▶Splits
Recurring split transactions
Allocate one transaction across multiple accounts.
Watch on YouTube ↗
▶Defaults
Fill blank accounts
Apply default deposit and withdrawal accounts where needed.
Watch on YouTube ↗
▶
▶
▶
▶
▶
▶03
Check the work
Reconcile & control the export
4 videos
Balance the batch and decide exactly what moves across.
▶Export control
Tick & untick transactions
Include or hold back selected entries before export.
Watch on YouTube ↗
▶
▶
▶Step 4
Import reconciled transactions
Move the completed batch into the accounting package.
Watch on YouTube ↗04
Package workflows
Accounting integrations
5 videos
See how SmartBank fits around specific accounting packages.
▶
▶Related guide · Sage 50
Sage 50 import & export
A general Sage 50 tutorial, rather than a SmartBank walkthrough. Confirm the workflow for your accounting package and version.
Watch on YouTube ↗
▶Sage Business Cloud
Sage cloud cashbook flow
Prepare the offline cashbook before importing to Sage.
Watch on YouTube ↗
▶
▶Legacy · TurboCASH
TurboCASH workflow
An older workflow recording. Contact us to confirm support for your current software version.
Watch on YouTube ↗Need help with your own setup?