1. Home
  2. Knowledge Base
  3. Banking
  4. Account integration / Importing transactions
  5. Connecting Bank account(s) and/or Venmo account to MoneyMinder

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

Add-on OPTIONAL feature: $59/year

Watch Video

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

Click the Banking icon in the sidebar.

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

Choose Import Transactions from the dropdown:

Click the Link this account button.

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

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

Enter 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 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.

Back to the top

Was this article helpful?

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Need Support?

Can't find the answer you're looking for?
Contact Support