C. Set up an account at another institution

If you bank at multiple institutions (for example, for credit cards or home loans), please follow these steps to set up an account at another institution.

If you're happy with the accounts you have so far, you may skip to Step D, setting up your categories.
  1. Go to the Account Summary

  2. Click on the 'All Institutions' tab

  3. Click on 'Add a new account' > 'Add a new bank/institution'

  4. Enter the institution details, and select 'Accounts from a file import'

  5. Click 'Save institution', and follow the steps outlined from Step B3 to set up the account, and upload transactions to it.
Next step: Set up your categories

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