Premium and Pro users have the ability to add a source, or bank account, for any transactions that they manually enter or import via the CSV Import feature.
Note: This feature can only be accessed from the web app and does not apply to transactions that have been automatically pulled in from a linked account.
To choose a bank account while tagging a transaction:
Click on the Income or Expenses tab
Click on a manually added or imported transaction
Click the Bank Account field
If you haven’t previously added a manual bank account, click +New Bank Account
Enter the Account Name, last 4 digits of the account, and select the type
Click Save
To add a manually tracked account from your settings:
Click the gear icon in the top right corner
Select Banks & Integrations
Click +Add Bank Account under “Manually Tracked Accounts”
Enter the Account Name, last 4 digits of the account, and select the type
Click Save
Note: You must have a linked bank account to add a manually tracked account from the Settings menu.
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.