Connecting your bank account is quick and straightforward, kanavalstore! You can easily do this by navigating to the Transactions page. I'm here to guide you through the process.
To connect your bank account, here's what you'll need to do:
- In the left menu, click on Transactions and then select the Bank transactions tab.
- Click on the Link account option from the dropdown menu under New transaction.
- Use the search bar to find your bank by entering the Name or URL.
- Enter your bank's username and password to log in.
- Click Continue and follow the prompts to complete the connection.
Once your transactions are downloaded, you can begin reviewing and categorizing them right away.
If you need a helping hand in managing your bank transactions, you can always get back to this thread.
