Baselane Bookkeeping & Transactions: Rules, Receipts, Splits, CSV & More

Описание: 👉 Get Baselane $150 Cash Bonus: https://businessolution.org/get/baelane/

Baselane Bookkeeping turns a messy inbox of transactions into clean, property-level books. In this walkthrough, you’ll connect external banks and cards, view everything in the unified transactions ledger, and switch on Smart automations. You’ll see the AI Autotag Assistant in action, learn when to disable or apply it to past items, and build powerful rule-based tagging for recurring deposits and expenses. We’ll cover receipt matching from web or mobile, how unmatched receipts are handled, and creating custom categories for more granular reports. You’ll tour the category library mapped to Schedule E, invite collaborators with the right access, and compare Smart automations to the manual but effective workflows on the Core plan—like splits, bulk edits, manual entries, and CSV imports. By the end, you’ll have a simple system to keep every dollar categorized, auditable, and tied to the right property.

0:00 Connect external bank & card accounts
0:19 Transactions ledger overview
0:45 Manage Automations panel
0:50 AI Autotag Assistant: how it works
2:00 Enable/disable AI; apply to past or future only
2:44 Rule-based tagging for recurring items
3:54 Amount ranges, deposit types, and property tags
4:55 Apply rules to past transactions
5:17 Prioritising multiple rules
5:30 Receipt matching (web & mobile)
6:53 Unmatched receipts and 45-day window
8:11 Category library mapped to Schedule E
9:10 Invite collaborators (CPAs, partners, VAs)
10:26 Core vs Smart: manual splits & edits on Core
11:19 Bulk edit by vendor/date filters
11:51 Add manual transactions & CSV imports
12:15 Map imports to properties and categories


👉 Get Baselane $150 Cash Bonus: https://businessolution.org/get/baelane/