As a Premium member, you can enjoy a convenient way to track your expense and revenue. You will need to start by entering your bank or credit/debit card info.
Here is how:
Step 1: Click on Settings on the sidebar menu.
Step 2: Click on the Banks & Cards on the sidebar menu
Step 3: Click the green Add Bank or Credit Card button in the top right corner.
Step 4: Give Permission by pressing Continue
Step 5: Enter the name of your bank or credit institution. Click on the name once the search results populate.
Step 6: Enter in the same login credentials you use to log into your bank.
Step 7: Once you've been verified, press continue
Step 8: Select the timeframe of your transactions: Last 12 months and Future transactions, Last 30 days & Future Transactions, or just Future Transactions.
Step 9: Wait for Transactions to load (this can several hours, depending on how much data you are importing).
Step 10: You're all done! You'll then see your transaction listed below for the dates you specified.
Have questions? You can email us at email@example.com. Or you can contact us at (872) 814-6308 (USA Only). Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.
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