Connecting your Bank account and/or Venmo account to MoneyMinder

Add-on OPTIONAL feature: $59/year

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Link your bank account(s) and/or Venmo account with MoneyMinder.

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Click on the Banking icon in the toolbar.

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Then click Import Transactions under the bank:

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Next, click Link this account:

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Scroll to the bottom of the page and click Click here to authorize and link this MoneyMinder account to your bank account:

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

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Enter your banking credentials.

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Verify Credentials

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

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View Accounts

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

Now you are ready to Import Transactions, making sure that you’ve linked the correct bank account in the event you have multiple bank accounts, or you can Disconnect the Account.

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