There are many ways to get data into ApariSolo, including bank feeds. The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to ApariSolo. 

ApariSolo will have read-only access, allowing you to oversee all transactions in one place. The software will not have permission to initiate a payment.

You can choose which bank(s) to connect to and which accounts to connect from each bank, e.g. current account, savings, credit card etc. 

To make a new connection

ApariSolo will guide you through the steps. You’ll need to authorise the connection using your online banking credentials. For security reasons, we will ask you to reauthorise the connection periodically. You can terminate the bank connection at any time via your bank’s online system.

Pro tip: If you use a mobile device to connect ApariSolo to your bank, you may be able to authorise the connection quicker via your banking app. 

Once connected

New transactions will appear automatically. You can also import past transactions, usually from the last 12 months. ApariSolo allows you to choose the start date of the import. Most users prefer the start of the tax year, i.e. 6 April.

A small number of banks will only allow the last 3 months of transactions to be imported, should this be the case you have the option to either add the missing transactions manually, the help article  here shows you how to do this, you can download the transactions from your online banking and you can add these as a CSV file, the help article  here advises how to do this, or if you have a bundle of copies of your bank statement, this can be imported via our AI Document Importer, the help article  here advises how to do this.

If you have transactions that aren’t relevant for your tax return, you can delete them or categorise them as ‘Private’ within ApariSolo.

Pro tip: If you are a Sole Trader or a Landlord, you do not need a separate bank account for your business, though we highly recommend it. It is best practice not to mix business and personal banking transactions. Limited companies are required to have separate business bank accounts.

Removing a connected account

To remove an existing bank account or card connection you will need to do this directly with your bank or card provider, you should log into your online banking and find your banking connections/ open banking section within your settings and remove your connection to Moneyhub and this will stop the flow of transactions in to ApariSolo.