As a Premium member, you can enjoy our simplest 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: Go to Settings (menu icon on top left of screen).
Step 2: Select "Bank/Card Link" button from the sidebar menu.
Step 3: Select the green "+" sign in the bottom right corner.
Step 4: The following message will pop-up. This gives us permission to sync your bank information with the app. Press the blue "Continue" button.
Step 5: Search for and select your banking institution.
Step 6: Enter in the same username and password credentials that you use to log into your bank account.
Step 7: You'll have the option to select how much transaction history to import. If you select "12 Months & Future Transactions", it can take up to an hour for your transactions to sync with the app.
Step 8: You'll see the following message, and then you're all done! Please note that any future transactions can take 2-5 business days to appear in the app after the purchase has been made (they have to be processed by your bank first)
Questions? Email us at firstname.lastname@example.org. We're always happy to help!