Chamasoft allows you to add and connect your bank account to your investment group. This enables you to record all your transaction to their relevant account.

Connecting your group account to an Equity account enables you to reconcile deposits and withdrawals from your equity bank account automatically.

For now, Chamasoft has only partnered with Equity Bank so the reconcile feature is only available for users with Equity bank accounts.

Not to worry though, we are working on integrating with other banks to make this feature available to all our clients.

You can still use Chamasoft with other bank accounts, but for this, you have to receive the deposits and withdrawals manually by recording them.