Thank you for bringing up your concern about linking the new credit card from the Chase account, ronquillos. I'm here to guide you in connecting your new credit card to your existing account. Here are the steps to follow:
- Navigate to Transactions and click on Bank Transactions.
- Use the Link account ▼ dropdown and choose Manage connections. Here, activate the toggle switch for any extra account you wish to connect. (Note: The Manage Connections section displays all historical connections set up via bank feeds and these cannot be deleted).
- If the account isn’t listed, return to Transactions and click on Link account.Proceed with the instructions to connect to a new bank or credit card account.
- In the Account Type ▼ dropdown, select Credit Card.
- Name the account and click Save and Close.
- Map the bank account using the Existing Accounts ▼ dropdown, then click Next.
- Click Connect, and then select Done.
- Note: The account name can be personalized in the New account name field, and you can change it anytime later.
To access up-to-date bank transactions via automatic downloads, please refresh your bank feed. Navigate to Transactions, choose Bank Transactions, and then click on Update.
Furthermore, to assist you in accurately organizing your charts of accounts, please follow the steps outlined in this article: Categorize Online bank transactions.
If you have any further questions about connecting a new credit card to an existing account, please feel free to leave a comment below. I am here to help you.
