Salt Edge, one of our third party connectors, can help you get your expenses automatically imported from your bank and credit card accounts (Crypto, Investment, Loan and Line of Credit accounts will not be imported). These transactions are imported into your account through Open Banking as the data sharing method.
All accounts you set up will appear in the Bank Connections section, and any newly imported expenses (up to 90 days of activity) will appear in the Expenses section for you.
Add a Bank
- Before beginning, ensure you’re using the correct steps by confirming which partner supports connections for your country here
- Using a web browser, click on the gear icon