If your banking provider isn’t available you can connect an account manually.
Create a manual account
You can connect your account manually via the Accounts and Assets section or the Connections section.
Head to My Money, select Accounts and assets, and then select the + icon.
Or
Select Connections from within the My Money section. Select Add Connection, then Add an account.
What next?
For either option, in the next screen select Add a manual account. You will then have the option to select the type of account you wish to set up from the dropdown menu and in the final step, you can add details about your account.
As this is a manual account, you will need to add transactions and update the balance manually, check out our article Managing a manual account.
If we do not connect to your account, please send the following information to the Support team.
-
Provider
-
Account type
-
URL for the account login page
You can get in touch with our support team by selecting Settings, then Support and Contact Support.