Yodlee, one of our third party connectors, can help you get your expenses automatically imported from your bank accounts, credit cards, and PayPal accounts (crypto, investment, loan, and line of credit accounts will not be imported). These transactions are imported into your account through a mix of data sharing methods like Open Banking and data extraction depending on the financial institution.
All accounts you set up will appear in the Bank Connections section. Any newly imported expenses up to 30-365 days of activity depending on the bank, will appear in the Expenses section for you.
Add a Bank
Add a bank connection using the below steps:
- Before beginning, ensure you’re using the correct steps by confirming which partner supports connections for your country here
- Using a web browser, select the Bank Connections section
- If you find your bank in the top 12 popular banks, select it
- Otherwise, if you don’t find your bank, select the Find your bank link below the top 12
![Find your bank link in Bank Connections section.]()
- Then search for your bank using the name of the bank (at least 3 letters long), or the bank’s website link
- If the name of the bank and the bank’s website link matches what you normally log into online, select it
- If your bank is not listed or available, please submit a request to have your bank added here
- Once you’ve selected your bank, enter in your bank’s login credentials and select Submit
![Login credential fields to connect to your bank.]()
- If requested, answer any security or verification questions until all have been answered correctly and select Next
- Stay on this page and wait up to 10 minutes for all your accounts to finish loading
- Once all accounts have finished loading, uncheck any boxes next to accounts you don't want to connect and import
![Checkboxes selected next to three connected accounts.]()
- Then select the Save and Finish button
- If you have unselected accounts, select Confirm and Continue
![Confirm and continue button for removing some accounts.]()
- Next, a pop-up will ask you to how far back to import expenses from - choose between Today, 7 Days ago, 30 Days ago, 90 Days ago, 365 Days ago, or Custom
![Dropdown for date ranges to bring in expenses from.]()
- Select Done
- You’ll now be taken back to the Bank Connections section, leave this page open for at least 10 minutes
- After 10+ minutes, a confirmation will appear, and the status next to your bank account will display as Updated <1 minute ago
- Next, you can go to the Expenses section and start organizing your newly imported expenses, which can take anywhere from 1 minute to 2 hours to appear depending on the bank connection.
To look for expenses that have not been assigned a category, select the Advanced Search button and choose Uncategorized Expenses in the Category field, and select Apply.
We recommend checking your bank connections on a regular basis to ensure your expenses are consistently importing with no errors or actions required by you.
Automatically Categorize Imported Expenses
If you have a lot of expenses that are consistently importing in that belong to the same category, you can mark them to automatically apply the category for you next time. This requires that the expense is imported with the exact same merchant name every time for it to be automatically categorized. Use the below steps:
- Select the Expenses section
- Then select the pencil icon on the right side of the expense you want to edit
- If the expense does not have a category yet, select Choose a category and pick one
- If the merchant is not filled out, select Add Merchant and enter in a new merchant or choose from an existing list
- Check the box off next to Apply to future imported expenses
![Automatically categorize expense checkbox on expense.]()
- Select Save to finish.
