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April 13, 2025
Question

How do I add a second bank account?

  • April 13, 2025
  • 1 reply
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Original commenter did not share additional details

1 reply

April 13, 2025

Hi, Mail54. I’d be glad to share the steps to proceed with this.

 

Here's how:

 

  1. From the left panel, click the Transaction tab.
  2. Choose Banking Transactions and tap the Link Account button in the upper right corner.
  3. Select your second bank, then log in using your bank's information and credentials.

  4. Follow the on-screen steps to connect. 

 

Check this article for more details: Connect bank and credit card accounts.

 

When ready to review the downloaded transactions, please refer to this article for guidance: Categorize online bank transactions.

 

We're always here for any questions or concerns about your bank accounts.