Premium and Pro users have the ability to add a source, or bank account, for any transactions that they manually enter or import. This feature can be accessed from the web app.
To choose a bank account:
Click on the Income or Expenses tab
Click on a manually added or imported transaction
Choose an account from the Bank Account drop-down menu
If you haven’t previously added a bank account, you can follow these additional steps:
Click New Bank Account
Enter the Account Name, last 4 digits of the account, and select the type
Click Save
Once you’ve added a bank account, you can assign other manually entered or imported transactions to that account. For future imported transactions, you can choose to automatically assign transactions to that account.