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:

  1. Click on the Income or Expenses tab

  2. Click on a manually added or imported transaction

  3. 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:

  1. Click New Bank Account

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

  3. 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.

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