Learn how to open, change, or fill in the Budget.

Learn how to add a client to your nBanks account Portfolio.

Learn how to create/add a document in the Invoicing area.

Learn how to create/add a retainer in a company's Invoicing area.

Learn how to attach documents to a transaction in your bank statement.

Discover how to add a Client or Supplier to a company on the nBanks platform.

Learn how to quickly aggregate your bank accounts in Financial Management.

Learn how to allocate a user to one of your client companies.

Learn how to quickly change your nBanks account password.

Learn how to quickly change the email associated with your nBanks account.

Learn how to change the default balance type for viewing in bank accounts and indicators.

Learn how to permanently delete your nBanks account.

Learn how to associate an accountant/financial advisor with your nBanks Plan.

Learn how to activate/renew consent for access to BPI bank accounts.

Learn how to activate/renew consent for accessing EuroBic bank accounts.

Learn how to activate/renew consent for accessing Montepio bank accounts.

Learn how to update the credentials of a bank account whose credentials have been changed only in your home banking.

Discover how to manually update a Bank Account in nBanks.

Learn how to quickly update all bank accounts in nBanks.

Learn how to easily update your nBanks Subscription Plan.

Learn about the process of categorizing bank transactions in nBanks.

Learn how to communicate with a client directly through the nBanks platform.

Learn how to include information from the nBanks platform in your management software via API.

Learn how to configure Two-Factor Authentication (2FA) on your nBanks account.

Learn how to check your bank balances on the nBanks Dashboards.

Check the used and available credits in your current Subscription Plan.

Learn how to view the treatment history of a transaction.

Discover how to add new categories for your company on the nBanks platform.

Learn how to create a custom account in nBanks.

Learn how to quickly customize the fields present in a file exported from the nBanks platform.

Learn how to change the default company displayed in the platform's initial menu.

Learn how to define or change the Nature field of a bank account, reflecting this information throughout the platform.

Learn how to set a bank account as a favorite on the platform.

Learn how to export your Calendar activities.

If you are having difficulty accessing or using the platform correctly, we recommend clearing your browser's cache. Learn how to do it.

Learn more about Additional Modules for Clients by reviewing the most frequently asked questions by nBanks clients.

Learn how to use nBanks to manage your business's financial and tax commitments.

Learn how to manage or change the access of each user registered on the platform.

Learn how to get a better understanding of your business's banking position.

Discover how to integrate information from external entities into your nBanks account, through Additional Modules.

Check the bank accounts aggregated to each of your nBanks account profiles.

Learn how to mark a transaction as processed.

Discover the Finance and Audit module you can offer to clients you wish to include in your Portfolio.

Discover the Financial Management modules you can offer to clients you want to include in your Portfolio.

Learn how to quickly share the information available in your nBanks account with other users.

Learn how to quickly invite a friend or professional to discover and join nBanks.

Find out how to recover your nBanks account password if you've forgotten it.

Learn how to quickly register your companies on the nBanks platform.

Discover how you can remove a bank account aggregated to your nBanks platform account.

Learn how to renew consent to access your bank accounts to update their balances and transactions again.

Check which Bank Accounts present at Banco de Portugal are also present at nBanks.

Learn how to view and filter bank transactions using nBanks search filters.

Learn how to quickly aggregate your bank accounts in Financial Management.

Learn how to manage or change the access of each user registered on the platform.

Check the bank accounts aggregated to each of your nBanks account profiles.

Learn how to quickly invite a friend or professional to discover and join nBanks.