I’ve recently purchased the lifetime deal (Tier 2) and connected my NatWest accounts successfully. I can see the account names and current balances, which is great — but I can’t find any way to view the actual transactions.
I’ve clicked the eye icon on the Assets page, but there doesn’t seem to be a transactions section or any list of recent activity.
Please could you confirm whether transaction viewing is supported, and if so, how I can access it?
A: Thank you so much for reaching out, and I really appreciate you giving Know Your Dosh a try!
At the moment, transaction-level viewing is not yet available, which is why you're not seeing individual line items from your NatWest accounts. That said, I completely understand how important this is especially for reconciliation.
The good news is, our team is actively working on this feature, and...
Q: Will this keep personal and business expenses separate?
Can very small businesses use this software? Will it keep personal and business banking accounts separate with the ability to do separate analytics for personal and business? Even though this is listed under personal, most of the other software tools on appsumo for businesses offer a lot of features that are more than what we need. We are incorporated but are just starting out and don't require much other than making sure everything is accounted for and easily utilized for any reporting requirements. What's attractive about this tool is the ability to also track investment purchases.
A: At the moment, Know Your Dosh doesn’t support grouping personal and business accounts separately, but you absolutely can add both types of accounts to the platform.
We're working on a feature (coming soon) that will allow you to view and filter transactions per account, so you'll still be able to distinguish between personal and business finances clearly on an account-by-account basis.
Looking at the site and all the images everything is displayed in pounds. Are we able to change to our local currency? Also, will the income tax calculator and any other calculator represent local currency and taxes?
A: Yes, you are able to change to any currency of the world. You can do that in your profile settings. Regarding income tax calculator, unfortunately it is applicable to UK only right now. We will be adding others later on depending upon demand from our users.
Q: banks in au for livefeeds
do you have a list of Australian banks connectable?
Share Know Your Dosh
Q: Transaction View
I’ve recently purchased the lifetime deal (Tier 2) and connected my NatWest accounts successfully. I can see the account names and current balances, which is great — but I can’t find any way to view the actual transactions.
I’ve clicked the eye icon on the Assets page, but there doesn’t seem to be a transactions section or any list of recent activity.
Please could you confirm whether transaction viewing is supported, and if so, how I can access it?
Thanks in advance for your help.
VarunAggarwal_KnowYourDosh
May 20, 2025A: Thank you so much for reaching out, and I really appreciate you giving Know Your Dosh a try!
At the moment, transaction-level viewing is not yet available, which is why you're not seeing individual line items from your NatWest accounts. That said, I completely understand how important this is especially for reconciliation.
The good news is, our team is actively working on this feature, and...
Share Know Your Dosh
Thanks for upfront reply, really appreciate it.
Q: Will this keep personal and business expenses separate?
Can very small businesses use this software? Will it keep personal and business banking accounts separate with the ability to do separate analytics for personal and business? Even though this is listed under personal, most of the other software tools on appsumo for businesses offer a lot of features that are more than what we need. We are incorporated but are just starting out and don't require much other than making sure everything is accounted for and easily utilized for any reporting requirements. What's attractive about this tool is the ability to also track investment purchases.
VarunAggarwal_KnowYourDosh
May 16, 2025A: At the moment, Know Your Dosh doesn’t support grouping personal and business accounts separately, but you absolutely can add both types of accounts to the platform.
We're working on a feature (coming soon) that will allow you to view and filter transactions per account, so you'll still be able to distinguish between personal and business finances clearly on an account-by-account basis.
For...
Share Know Your Dosh
Thank you. This was very helpful.
Q: Will this display in USD $?
Looking at the site and all the images everything is displayed in pounds. Are we able to change to our local currency? Also, will the income tax calculator and any other calculator represent local currency and taxes?
VarunAggarwal_KnowYourDosh
May 3, 2025A: Yes, you are able to change to any currency of the world. You can do that in your profile settings. Regarding income tax calculator, unfortunately it is applicable to UK only right now. We will be adding others later on depending upon demand from our users.
Share Know Your Dosh
Q: Which bank integrations does this work with?
Do you have a list of supported banks and do the integrations automatically update assets and liabilities?
Share Know Your Dosh