Connecting your bank account(s) to MoneyMinder

Add-on OPTIONAL feature: $59/year

Link your bank account(s) with MoneyMinder.


Click on the Banking icon in the toolbar.


Then click Import Transactions under the bank:


Next, click Link this account:


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


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:

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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