Connect a bank account

1. Go to the Banking tab.
2. Select Connect Bank at the bottom of the bank account tile you want to connect.
3. Search for your bank in the search bar. If you don’t see it, use the steps in “If your bank isn’t on the list.”
4. Review the service terms and conditions.
5. Select Accept Terms and Conditions.
6. Enter your online banking credentials.
7. Wait for the sync to finish, then select Continue.
8. Enter the start date for the transactions you want to download (up to 90 days).
9. Use the Incoming Bank transactions page to create, match, or transfer downloaded transactions.

If your bank isn’t on the list

Request a new bank

If you don’t find your bank, the provider doesn’t support it yet. Submit a request to the third-party provider and include the information they ask for.

1. On the Banking tab, select Connect Bank at the bottom of the bank account tile.
2. Search for your bank in the search bar.
3. Select Tell us about it when the search results don’t list your bank.
   
   
   
   
4. Complete the request form, then select Submit.

Manual importing of bank statements

• Import a bank statement when you can’t use automatic bank feeds, then process transactions from the Incoming Transactions window into bank activity

Bank accounts already connected

Update my credentials

• Update your login details from the cogwheel at the top right of the bank account tile

If you change your bank password, edit your credentials instead of disconnecting and reconnecting the bank feed.

Switch between multiple accounts

• Switch accounts from the Incoming Bank transactions window when you connect multiple bank feeds