To get started importing your bank transactions, head over to the Setup page and open the “Connect Bank Data” page. You’ll be prompted to connect securely with your bank username/password. After connecting your bank, we go and retrieve the latest 30 days of bank transactions. You can optionally click on the button that says pull transactions from as far back as Jan 1, 2023. However, some banks only allow us to retrieve back 6 months worth of data. We then pull transactions nightly from those accounts.
Next you will see these bank transactions on the top of the screen in the weekly journal. If it’s a duplicate of an entry that you have already put in, or it’s a personal expense, you simply click the ignore button. If it’s a legit business expense, you click on the accept button and then “Save”. These entries will show up on the bottom of the screen on the respective week of the year.