If I close a bank account, is it possible to archive it to free up bank account quota?
Like if a bank account was closed and has no activity for a significant period of time I.e. has no relevance to the current or previous financial year.
Or the bank account, even if closed, will stay using quota permanently unless we delete the company and re-make it?
Or we should delete the bank account and remove those statements once the records are not needed?
Overall, as a user with a lifetime plan, I have some concerns about Smart Clerk. Firstly, I was allowed to register 15 bank accounts, but if I mistakenly upload an incorrect bank statement, the company still counts it as one account without any possibility for modification. Secondly, there is no dashboard displaying how many bank accounts I have left, which is quite inconvenient. Lastly, I've noticed that the company inexplicably adds bank accounts that do not belong to me, raising doubts about the accuracy of the data.Please explain these issues
A: On the Reconciliation page, you can see at the top how many different bank accounts you’ve uploaded statements from.
Within your Tier limits, you can upload statements from multiple banks and credit cards. However, removing a bank and adding a new one would effectively bypass those limits, and AppSumo deals aren’t intended for that purpose.
I also have unanswered questions about the multi-currency feature. It's a pity, because the product seemed promising
Q: Use of multiple currencies on the same account or across multiple accounts
Hello,
I have two questions about your tool: – I use several payment methods: credit cards, a Wise card, a Revolut card, PayPal, as well as two bank accounts. Is your solution compatible with all of these? – I also use two currencies (Wise is in euros and dollars, while one of my bank accounts is in CHF, etc.). Does your tool support multi-currency management? Does it detect currencies automatically? If not, is this feature planned in your roadmap?
Q: On Jan 1 2026, will I still be able to upload documents from 2024?
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Q: Archive a Closed Bank Account/Card?
If I close a bank account, is it possible to archive it to free up bank account quota?
Like if a bank account was closed and has no activity for a significant period of time I.e. has no relevance to the current or previous financial year.
Or the bank account, even if closed, will stay using quota permanently unless we delete the company and re-make it?
Or we should delete the bank account and remove those statements once the records are not needed?
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Q: issues
Overall, as a user with a lifetime plan, I have some concerns about Smart Clerk. Firstly, I was allowed to register 15 bank accounts, but if I mistakenly upload an incorrect bank statement, the company still counts it as one account without any possibility for modification. Secondly, there is no dashboard displaying how many bank accounts I have left, which is quite inconvenient. Lastly, I've noticed that the company inexplicably adds bank accounts that do not belong to me, raising doubts about the accuracy of the data.Please explain these issues
Erinc_smartclerk
May 14, 2025A: On the Reconciliation page, you can see at the top how many different bank accounts you’ve uploaded statements from.
Within your Tier limits, you can upload statements from multiple banks and credit cards. However, removing a bank and adding a new one would effectively bypass those limits, and AppSumo deals aren’t intended for that purpose.
When you upload a document that isn’t a bank...
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Q: You've avoided answering all questions about multi-currencies
Does that mean you won't support it anytime soon? It is fine, but just say so.
thanks!
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Verified purchaser
I also have unanswered questions about the multi-currency feature.
It's a pity, because the product seemed promising
Q: Use of multiple currencies on the same account or across multiple accounts
Hello,
I have two questions about your tool:
– I use several payment methods: credit cards, a Wise card, a Revolut card, PayPal, as well as two bank accounts. Is your solution compatible with all of these?
– I also use two currencies (Wise is in euros and dollars, while one of my bank accounts is in CHF, etc.). Does your tool support multi-currency management? Does it detect currencies automatically?
If not, is this feature planned in your roadmap?
Thank you in advance for your response.
Best regards
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