How to Import data to an existing bank connected account

To use the Import feature to your existing account manually, you will have to follow these instructions:


Import data to an existing bank connected account in the Web App:

1. Please login to

2. Go to your existing account, click edit and disconnect. (Please note that Importing files will only allow a General account, so please make sure to change it to a General account before you start Importing.)

3. Then go to Imports and ‘’choose file'' to import your data.

4. When you are done importing, please go back to the account that you disconnected and click on edit > deactivate imports.

5. Select Accounts > Your bank > edit > edit Account > ''Connect to Bank'' > ''Search Your Bank'' and ''select already connected bank'' > choose your account

6. You can return the account to its original account type and connect again.

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