In the Dext mobile app for Dext Solo, the Bank tab is where you connect a bank feed, manage your bank accounts and code your bank transactions on the go. To connect a bank, go to Bank and tap + Add. This article covers the mobile app only.
Connect a bank feed
To connect a bank feed in the Dext mobile app, go to the Bank tab and tap + Add.
Dext uses Plaid to connect to your bank. The steps outside Dext may vary by institution.
Read the data access details, then tap Agree and proceed.
Tap Continue on the Plaid screen.
Search for your bank and tap it.
Tap Continue to login. Plaid sends you to your bank.
Log in and authorise the connection. Your bank may ask you to choose which accounts to share with Dext.
Once the connection is complete, the account appears in the Bank tab with a Bank feed label. Dext imports historical transactions as far back as your bank allows.
Manage a bank feed
To manage a bank feed connection in the Dext mobile app, use Reconnect or Delete. You can reach both from the bank accounts list or from inside the bank account.
From the list: on the Bank tab, swipe left on the bank account, then tap Reconnect or Delete.
From the bank account: open the bank account, tap ··· in the top right corner, then choose Reconnect or Delete.
Note: You can't create or manage manually added bank accounts (for Bank Statement Extraction) in the Dext web app. You can still open these accounts and code their transactions in the mobile app.
Check transactions in a bank account
To check the transactions in a bank account, open it from the Bank tab. For a bank feed, the account details show when you added the feed, when it last synced, and when it expires.
The transaction list that follows shows each transaction's description, date, and amount.
Transactions that still need a category have a No category label. To only see uncategorised transactions, tap Without category. Tap any transaction to open it.
Code a transaction
To code a transaction in the Dext mobile app, open the bank account and tap the transaction. You can change 3 fields:
Income source: choose the relevant income source. Some categories require an income source.
Category: choose from the list of categories.
Rental property: choose the relevant rental property, if the income source is a UK property.
Note: If a transaction has been matched to a document in the Dext web app, you can't edit it in the mobile app.
Dext saves your changes automatically, so tap the back arrow when you're done.
You can't change the date, amount, or description; these come from your bank.
You can only choose from the income sources, categories, and rental properties you've already set up in the Dext web app.
Bank tasks you can only do in the web app
Some bank tasks aren't available in the Dext mobile app, so you do them in the Dext web app instead.
This includes setting up bank rules, creating categories, income sources and rental properties, and managing manually added bank accounts. After that, the mobile app uses what you've set up.
Bank rules: to categorise new transactions automatically, go to How to use bank rules in Dext Solo
Income sources: to create and manage them, go to How to add and manage income sources in Dext Solo
Rental properties: to create and manage them, go to How to add and manage rental properties in Dext Solo
Manually added bank accounts and bank statements: to add an account or upload statements, go to How to upload bank statements in Dext
Bank Match: to match bank transactions with your costs and sales, go to How to use Bank Match in Dext Solo
You can also code transactions in the web app, with more flexibility than in the mobile app. To learn how, go to How to add and code transactions in Dext Solo
To find out how long a bank feed lasts and what to do if the connection fails, go to How to use Bank feeds in Dext