To link your bank account:

  1. Select Settings (gear icon) 
  2. Select ‘Banks and Integrations’ 
  3. Select the ‘+’ sign to add a bank for income or expenses 
  4. Search for your financial institution 
  5. Enter your online bank login credentials 
  6. Toggle the switch on (green and to the right) for any account you'd like to link 
  7. Select ‘Save’ in the top right corner.

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