Akahu Connection

The Asrosoft Cashflow app has the option for NZ users to import transaction data for multiple bank accounts with a single click.

To set up the link, create a free consumer account at akahu.co.nz, connect the bank accounts that you wish to import transactions from, and then copy and paste the App Token and User Token into the Settings, Options form in the Cashflow app.

You will then have the option 'Import Akahu transactions' in the Cashflow drawer menu.

Changing from OFX import to Akahu

If you have already been importing transactions via OFX files, the best approach is probably to import the Akahu account information first. When you select the Akahu import option in Cashflow it gives you the option of importing accounts and transactions separately. After importing just the accounts, go to the Accounts page in Cashflow and you will see a red merge icon to the right of each imported account. By clicking the merge icon, it allows you to link the Akahu imported account to an existing account in Cashflow, so any Akahu transactions are added to the transactions already imported for that account. If you do not do this, when you import Akahu transactions they will be linked to a separate account.

Duplicate transactions

After linking the Akahu accounts to the existing accounts, and importing Akahu transactions, you may still get duplicate transactions because OFX and Akahu use different transaction identification, and if the import start and end dates overlap, you will get duplicates. If that happens, turn on the 'Check duplicate transactions' option in the Settings, Options form. Then go to the view transactions page, and for those accounts that have duplicate transactions with the same date and amount, you will see a filter icon in the top right of the page. Tap that icon to show just the potential duplicates. Against each transaction you will see a red delete icon. Tap that icon to delete the duplicate.

Note that the check for duplicates will show a few false positives because it cannot check the payee, and shows all transactions with the same date and amount as possible duplicates, but that will still be enough for you to find any real duplicates and remove them.

Excess Akahu connected accounts

You may have accounts connected in Akahu that you do not need to show in Cashflow. In that case, edit the account in the Accounts page, and you can select the hide option, so it is not shown elsewqhere in the Cashflow app.