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)
We love hearing from you! Support can be reached at email@example.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.