Connected Accounts

@elizabeth1 unfortunately you’re not going to get the help you’re looking for. If you’re not using a big chain bank (Chase, Ally, Wells Fargo, etc) you’re going to continue to be frustrated.

I generally recommend to my clients to not connect the financial accounts. I know, blasphemy, what’s the point? Manual records keeps me update to date and forces me to review things. It also allows me to upload receipts, statements, and invoices on a regular basis.

-Tom