Bank Data | Help Center

Data connection

Connecting your bank data

General

Number of bank accounts you can add

Rename your bank account

When are the data updated?

How much historical data can be retrieved per bank account?

When does access to a bank account expire?

Categorization of bank transaction

How does categorization of bank transactions work?

Change the category of your bank transactions

Create team- and project-tags

Create a new category for your bank transactions

Transaction filtering

Data connection

Connect your bank accounts

Connect your savings account

Connect your payment providers

Connect your credit cards

Supported payment providers & credit cards

Supported banks

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