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:

  1. Click on the Income or Expenses tab

  2. Click on a manually added or imported transaction

  3. Click the Bank Account field

  4. If you haven’t previously added a manual bank account, click +New Bank Account

  5. Enter the Account Name, last 4 digits of the account, and select the type

  6. Click Save

To add a manually tracked account from your settings:

  1. Click the gear icon in the top right corner

  2. Select Banks & Integrations

  3. Click +Add Bank Account under “Manually Tracked Accounts”


  4. Enter the Account Name, last 4 digits of the account, and select the type

  5. 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.

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