Neat - The Neat Experience!
Cash on Hand
The Cash on Hand feature provides a Cash on Hand account within Neat that allows you to record any and all cash transactions. You can create and delete both credit and debit transactions. In order to…
Transaction Streaming in Neat
Check out the lists of FAQs and How-Tos to learn all about transaction streaming in Neat!
Suggested Transaction Matching in Neat
Check out the list of FAQs and How-Tos to learn all about transaction matching in Neat!
If you find that app.neat.com is unresponsive or you're experiencing strange behavior in the app, please check the basic browser troubleshooting listed here: Refresh the tab you're using for Neat or…
Bulk Edit in Neat
Organizing your items can be time-consuming - Learn how to edit multiple items in bulk to make organizing even easier!
Combine and Separate Items in Neat
Neat has the ability to combine and separate item records right within the web application. This feature makes it possible to combine multiple individual items into one single item. This feature also…
Reporting in the Transactions Grid
Create expense reports, tax category reports, and spending reports within the Transactions grid in Neat. Once created, it will be added to your library and you can download your report to share it wi…
Reporting in Neat
Unleash your data using Neat's various reporting tools and types. See how to here!
Getting started? - Check out our list of onboarding tasks to make sure you get the most out of Neat
Where Do My Scanned Items Go? - Needs Review Overview
Not sure where to find the Inbox? Having trouble finding newly uploaded items in Neat? - Learn all about the Needs Review section here!
Filtering in Neat
Having trouble finding a specific item? - Learn how to use filters in Neat to find items easily!
Business Profile in Neat
We would now like to know how you are using Neat! This information will help our developers with personalizing the experience for customers who are using Neat for Personal purposes and for the custom…
Email-In Feature in Neat
All subscriptions for the Neat Cloud Service come with a personalized Neat Cloud email address in the following format @neatcloud.com. Learn how to use your Neat Cloud email here
Insights - Monthly Cash Flow
Neat’s business health insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard. Neat’s Monthly Cash Flo…
Transaction Itemization in Neat
Check out the list of FAQs and How-Tos below to learn all about transaction itemization in Neat!
Emailing Items from Neat
Neat makes it quick and easy to email your items to your friends, colleagues, and co-workers. Learn how to here!
Sharing Folders in Neat
Start collaborating! Learn how to share specific folders in Neat with other users
Sharing Accounts in Neat
Start collaborating! Learn how to share your Neat account and all your Neat data with other users
Set Currency in Neat
Neat currently supports the United States (USD) and Canada (CAD) as currency options. Learn how to set your currency here
Searching in Neat
Having trouble locating a specific item in Neat? - Learn how to use our advanced search functionality to help you find what you need
Transaction Streaming Connection Errors
Having trouble with a connection from one of your streamed accounts? - Learn more about connection issues and statuses here!
Items Stuck Processing in Neat
Have an item stuck in processing? - Check out this article to learn about processing items in Neat
Sign In with Google
Neat now offers the option to use your Google account to sign into Neat! This means an easier sign in experience and less passwords to remember. This is an additional sign-in option and the existing…
Neat Trial FAQ
Please review our list of FAQs to find out more information about the Neat Trial Experience.
Collecting an Item ID in Neat
Need to collect an item's ID for a support case? - Check out this article for step-by-step instructions
Multi-Account User Access
Learn all about Neat's multi-account user access feature by reviewing our most frequently asked questions
Sending Transactions to QuickBooks Desktop
You can now send individual bank, credit card, and loan transactions from Neat to QuickBooks Desktop when using a Neat volume-based Complete plan. For details on Complete plans please see the Volume-…
Your document plan limit has been reached
Got the error message 'your document plan limit has been reached'? - Check out this article for more information about that