By connecting your other current accounts and credit cards to Coconut you will get a complete view of your business across every account, whenever you need it.
Once you’ve hooked up your accounts, you’ll be able to see all of your transactions in the Coconut app, add receipts and notes, as well as categorise them for tax. We’ll also take into account for your tax estimate too. Much like when you use your Coconut card. This means you’ll never miss another business expense and you can make the most of our bookkeeping tools regardless of which card you choose to use.
How do I connect another account to my Coconut account?
- Download or head into the app.
- Tap on '⚙' (cog icon) in the Accounts tab (top right).
- Follow the prompts to connect your accounts
How many accounts can I add?
You can connect as many external accounts as you want to Coconut.
What banks do you support?
We currently support adding the following banks to Coconut:
- Bank of Scotland
- First Direct
- HSBC Business
- Lloyds Bank
- Marks & Spencer
- Ulster Bank
What credit cards do you currently supports?
We currently support credit cards from the following providers:
- American Express
- RBS group (RBS, Natwest, Ulster)
- Lloyds group (Lloyds, Halifax, BOS, MBNA)