Hurdlr

Banks & Integrations

How do I see which banks and credit cards Hurdlr supports?

Is my bank data safe in Hurdlr?

How do I link my bank or credit card to Hurdlr?

How long does it take for transactions to appear in Hurdlr after I link my bank?

How far back does Hurdlr pull my bank transactions? Can I go back further?

Can I set a rule to automatically tag all of my transactions from a certain account?

I got a new card/account. How do I add it?

How do I remove a bank/card that I no longer need in Hurdlr?

Banks & Credit Cards

How do I link Integrations (like Uber, Stripe, Square, etc.) to Hurdlr?

Integrations

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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