Link a Card or Bank Account

1. Tap the gear icon (top-left)

2. Tap "Connected Accounts"

3. Tap "Sync Bank or Card Purchases"

4. Select or search for your bank institution

5. Enter your bank account login details

6. Select the bank accounts you want to sync transactions with

7. Tap "Save"
   
   

After linking a bank account, transactions up to the past 12 months will be synced and available for review in the "Transactions" tab (“New Transactions”). For older transactions, please contact support to import a CSV file of transactions.

Click [here] for a guide on reviewing transactions.

At the moment, this feature is only available through our Mobile App

1. Tap the gear icon

2. Tap "Connected Accounts"

3. Tap the bank account you want to unlink

4. Tap "Disconnect Account"

5. Tap "Unlink Account"
   
   

Bank transactions in review will be hidden until the bank account is relinked.

At the moment, this feature is only available through our Mobile App