This article explains how to add and sync your expenses in BetterTracker.
Steps
From your BetterTracker Dashboard, click on the Expenses card
OR click on Expense Tracker in the left menu.
You will be taken to the ExpenseTracker Dashboard.
Click the Add Account button (top right).
A pop-up appears stating that BetterTracker uses Plaid to connect your account.
Enter your phone number to log in or sign up with Plaid.
Select your bank or financial institution from the list.
Follow Plaid’s prompts to authenticate the connection.
Once complete, BetterTracker begins syncing your financial data.
Syncing time may range from a few minutes to an hour depending on the amount of data.
Warning: If you click the X during setup, you’ll be prompted to confirm exiting. All progress will be lost if you exit.