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Administration ​

These pages are only visible to administrator users — they don't appear in other users' Settings menu.

Administrator access

Compare the Settings menu below: an administrator sees "Banks", "Import templates" and "Jeedom import" in addition to "Categories".

Settings menu — administrator
Administrator
Settings menu — standard user
Standard user

Banks ​

Management of banking institutions (names, logos and default import template).

Do this first to be able to use the application, then configure or import your first set of categories.

Import templates ​

Configuration of how bank statements are read and matched to an operation's fields.

Jeedom import ​

Initial data migration from an installation using Jeedom's accounts plugin.