B. Set up other accounts at the same institution

Follow these steps if you would like to import another account belonging to the same institution you set up in Step A. 

If you'd like to set up another institution, please skip to Step C.

  1. Go to the Account Summary.

  2. Click on the tab of the institution you wish to add this account to.

  3. Hover your mouse over 'Add account' > 'From a file import'.

  4. Follow the steps outlined from Step B3 to set up the account, and upload transactions to it.
    Next step: Set up an account at another institution

Feedback and Knowledge Base