Bank Data | Help Center

Data connection

Connecting your bank data

General

When does access to a bank account expire?

How much historical data can be retrieved per bank account?

When are the data updated?

Number of bank accounts you can add

Rename your bank account

Categorization of bank transaction

Create team- and project-tags

How does categorization of bank transactions work?

Create a new category for your bank transactions

Transaction filtering

Change the category of your bank transactions

Data connection

Connect your credit cards

Connect your payment providers

Supported payment providers & credit cards

Supported banks

Connect your bank accounts

Connect your savings account

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