Summary
Manually entering every bank transaction is tedious and error-prone. ScoutTrax connects to your troop's bank account through Plaid and imports transactions automatically. Match them to existing ledger entries, import new ones, or ignore the ones that don't matter — all from a single screen.
Highlights
- Automatic import — New transactions sync daily and on demand, so your books stay current.
- Smart matching — ScoutTrax suggests the best ledger entry match for each transaction based on amount, date, and description.
- Bulk actions — Select multiple transactions and match, import, or ignore them in one step.
- Confidence badges — Each suggested match shows a confidence score so you can review quickly.
- Reconnect easily — If the bank connection drops, a one-click reconnect flow gets you back online.
- Multi-account support — Connect checking, savings, or any account your troop uses.
How It Works
From the Banking tab, click "Connect Bank Account" and follow the secure Plaid flow to link your bank. ScoutTrax begins importing transactions immediately. Each transaction appears as "Pending" until you take action. Click a transaction to see suggested ledger matches ranked by confidence, then accept the best match or import it as a new entry. Use the checkbox to select several at once and apply bulk actions. Matched transactions link to their ledger entry for a full audit trail.