If you're happy with the accounts you have so far, you may skip to Step D, setting up your categories.
- Go to the Account Summary
- Click on the 'All Institutions' tab
- Click on 'Add a new account' > 'Add a new bank/institution'
- Enter the institution details, and select 'Accounts from a file import'
- Click 'Save institution', and follow the steps outlined from Step B3 to set up the account, and upload transactions to it.