If you are a Premium or Pro subscriber, you have access to automatic income and expense tracking. To take advantage of the feature, you can link your business bank accounts and credit cards so that all of your business transactions pull into your Hurdlr account automatically.
You can add as many credit cards, debit cards, bank accounts, and sub-accounts with the same financial institution as you wish. The only limitation is that you cannot link multiple logins at the same financial institution.
Linking your bank with Hurdlr is very secure. All data is 256-bit SSL encrypted, and we don't have access to any of your banking credentials, and therefore they are not stored by Hurdlr. You can read more about this here.
To Link your Bank Account or Credit Card in Hurdlr:
In the mobile app, tap the 3 dots icon in the top left corner or on the web app, click on the gear icon in the top right corner
Select ‘Banks & Integrations’
Tap ‘Add New Linked Accounts’
Choose one of the popular integrations or search for your financial institution
Follow the prompts to complete linking your account
You will receive a confirmation that your accounts are successfully linked
If any duplicate bank accounts/cards are detected by Hurdlr while syncing, then you will receive a pop-up asking you if you’d like to merge them together
This would result in trying to sync an account that has the same last 4 digits as any Manually Tracked Accounts
Click ‘Review’ if you wish to go through the prompts to Merge Bank Accounts
Click ‘Done’
Any accounts you toggle on will be linked for both income and expenses.
Once your bank is linked, you are able to set the Start Date and Beginning Balance of a specific account on Hurdlr Pro. To do so, you can click ‘Set Start Date’ or ‘Set Beginning Balances’ under the Actions drop-down arrow on the Banks & Integrations screen:
You can also set these by clicking on the small gear icon next to a specific bank account/card and edit from the form directly:
Initially, Hurdlr will only pull your past 30 days of transactions. However, it may be possible to go farther back than that. Historic pulls can be done by setting account start dates further back. How far back you can pull varies depending on how far back your bank shares transaction data with third parties.
Once a bank/card is linked, the Banks & Integrations screen will display the last transaction update for each linked account.
Our algorithm pulls transactions once banks have marked them as posted and sent this data to us. Hurdlr typically receives new bank data within 3 to 5 business days after you make the transaction (if not sooner). If it’s been more than 3 to 5 business days since a transaction occurred and it has not yet pulled into your Hurdlr account, we recommend clicking the refresh icon on the Banks & Integrations screen. If that does not pull in the missing transactions, then we recommend reaching out to our Customer Success Team via our in-app chat or by emailing hello@hurdlr.com.