Connecting bank accounts to MoneyMinder

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To import transactions, link your bank account(s) account in MoneyMinder.

Note: Venmo is not available for direct linking. Please use file import instead.

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Click Banking in the sidebar.

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Click Bank Account Details to the right of the bank account.

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Scroll to the bottom of the page and click Authorize and link this MoneyMinder account to your bank.

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

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Click Continue to allow your bank to release your data to MoneyMinder via Yodlee and agree to Yodlee’s terms of use.

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Enter your credentials then click Submit.

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Multi-Factor Authentication

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

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Provide consent to “Share my data“.

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

When the bank account has been linked, the next step is to Import Transactions. Disconnect the Account if the bank account isn’t linked to the correct account or if the connection isn’t working.

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