<h3 id="p3a0w3m2iy8" data-toc-id="p3a0w3m2iy8">To link a card or bank account</h3><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon (top-left)</p></li><li><p>Tap "Connected Accounts"</p></li><li><p>Tap "Sync Bank or Card Purchases"</p></li><li><p>Select or search for your bank institution</p></li><li><p>Enter your bank account login details</p></li><li><p>Select the bank accounts you want to sync transactions with</p></li><li><p>Tap "Save"<br><br></p></li></ol><p>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.<br><br>Click [<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/en/help/articles/5599214-reviewing-imported-transactions">here</a>] for a guide on reviewing transactions.</p></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details><div data-type="horizontalRule"><hr></div><h3 id="qwrrtq2sxes" data-toc-id="qwrrtq2sxes">To unlink a card or bank account</h3><details class="details"><summary><strong>Mobile App</strong></summary><div data-type="detailsContent"><ol><li><p>Tap the gear icon</p></li><li><p>Tap "Connected Accounts"</p></li><li><p>Tap the bank account you want to unlink</p></li><li><p>Tap "Disconnect Account"</p></li><li><p>Tap "Unlink Account"<br><br></p></li></ol><p>Bank transactions in review will be hidden until the bank account is relinked.</p></div></details><details class="details"><summary><strong>Web App</strong></summary><div data-type="detailsContent"><p>At the moment, this feature is only available through our Mobile App</p></div></details><p></p>

Link a Card or Bank Account

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Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

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Enabling Tax Rates

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New Transaction Review Rules

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