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Can I select a bank account for my manually entered or imported transactions?
Can I select a bank account for my manually entered or imported transactions?
Updated over a week ago

When tracking your finances, it’s a best practice to keep them organized by account. Premium and Pro users have the ability to add a manually tracked account for any transactions that they manually enter or import via the CSV Import feature.

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 add a manually tracked account while manually entering a transaction

  1. Navigate to the Income or Expenses Dashboard on the left side of the screen

  2. Select a manually entered or imported transaction

  3. Click the ‘Bank Account’ field

  4. Click ‘+ New Bank Account’

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

  6. Click ‘Save’

To add a manually tracked account from your Settings

  1. Click the gear icon in the top right corner to open Settings

  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 type

  5. Click ‘Save’

To manually enter a transaction and tag it to a manually tracked account

Once you’ve added a manually tracked account, you can assign other manually entered or imported transactions to that account. To do so, just select that account when manually entering or importing transactions from a CSV.

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