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Hi, Mail54. I’d be glad to share the steps to proceed with this.
Here's how:
- From the left panel, click the Transaction tab.
- Choose Banking Transactions and tap the Link Account button in the upper right corner.
- Select your second bank, then log in using your bank's information and credentials.
- Follow the on-screen steps to connect.
Check this article for more details: Connect bank and credit card accounts.
When ready to review the downloaded transactions, please refer to this article for guidance: Categorize online bank transactions.
We're always here for any questions or concerns about your bank accounts.
