Connecting Bank account(s) and/or Venmo account to MoneyMinder

Add-on OPTIONAL feature: $59/year

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

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Click the Banking icon in the toolbar.

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Click the Actions dropdown to the right of the bank account.

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Choose Import Transactions from the dropdown:

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Click the Link this account button.

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

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

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Enter 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 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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