Connecting your bank account(s) to MoneyMinder

Add-on feature: $39/year

Link your bank account(s) with MoneyMinder.

Click on the Banking icon in the toolbar.

Then click Link this account under the bank:

Click the button near the bottom of the page that says:
Click here to authorize and link this MoneyMinder account to your bank.

Select from the list provided OR type in your bank’s name in the Search field to locate your bank.

Enter your banking credentials.

Verify Credentials

Every banking institution handles this differently, and users may have different preferences selected to authorize credentials. This is one example:

View Accounts

Once your bank account(s) have been retrieved, click Save & Finish:

Upon successful linking, the following message will be displayed:

Now you are ready to Import Transactions or you can Disconnect the Account.

See article titled, “Importing Bank Transactions from your Bank” for step-by-step instructions for importing transactions.

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