Navigate to the section Accounting > Transactions > Money In or Money Out
Click the gear icon
Select ‘Banks & Integrations'
Click ‘+Add New Linked Accounts’
Select ‘Search Banks’ at the bottom
Search for your financial institution
Follow the prompts to complete linking your accounts
Accounts toggled on will sync both deposits and withdrawals
Are there limits on how many accounts I can link?
You can link as many bank accounts, credit cards, debit cards, and sub-accounts as you like, across multiple financial institutions. However, you cannot link multiple logins for the same institution.
What types of accounts can I link?
Most account types are supported, including:
Checking accounts
Savings accounts
Credit cards
Prepaid accounts
Lines of credit
Rewards accounts
Currently unsupported account types include:
Money market accounts
Brokerage accounts
Investment accounts
Trust accounts
Loan accounts
Since they can't be linked, unsupported accounts must be tracked using alternative methods like CSV import or manual entry. If you attempt to link a bank account that is not currently a supported account type, then you will receive a notification that it cannot be synced. However, they will still reflect on the Banks & Integrations screen, labeled as ‘Unsupported Account Type’.
How quickly will transactions appear after linking?
Transactions typically appear within minutes of linking your account.