How to Link your Bank Account
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To get started importing transactions, you’ll first need to link your bank account to MoneyMinder.
Note: Venmo is not available for direct linking. Please use file import instead.
Click Banking in the sidebar.
Click Bank Account Details to the right of the bank account.
Scroll down and click Authorize and link this MoneyMinder account to your bank.
If your bank appears in the pop-up window, click it to continue. If you don’t see it, enter your bank’s name in the search field.
Click Continue to allow your bank to release your data to MoneyMinder via Yodlee and agree to Yodlee’s terms of use.
Enter your credentials then click Submit.
Multi-Factor Authentication
Every financial institution handles this a little differently. Your bank may require multi-factor authentication or additional verification steps. This is one example:
Provide consent to “Share my data“.
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 it’s linked to the wrong bank account or if the connection isn’t working.