Linking External Accounts for transfer but not transactions

1

Hi,

Just opened a cash management account to make accounting more seamless. However, if we want to link personal checking accounts to make capital contributions or distribute earnings, it states that it will import transactions. We wouldn’t want personal transactions to import.

The other way is to link the Cash Management account to our personal bank accounts as an external account. But it seems to only allow one other bank account to link and our LLC has 3 members.

Any solutions here?

Best,
Wilson

2

I wanted to do the same - seems like a pretty basic function but when I link to a personal account it then imports all my personal transactions - makes no sense?