I am a new user and ran into the 3 issues below in setting up my financial accounts and import data into them.
Problem #1– I have a Citi credit card that I use for personal as well as for rental property expenses. Thus, I do not want to automatically upload all the transactions from that account.
Is there a way to set up the account without linking the login credentials? Here are the steps I used but was not able to create the account
a. “+ Financial Account” from the Data Sources Page.
b. I entered “Cash Back Credit Card” and click “Skip for Now”. I am sent back to the Dashboard.
c. When I go back to the Data Sources page, I do not see my account.
Problem #2 – I manually entered a transaction but it is not linked to an account. There was not “Account” field in the Edit Transaction Screen for me to select the account the transaction is associated with.
Problem #3- I uploaded a CSV file but did not specify an account since I was not able to set up an account without linking it a financial institution. The uploaded transactions is now linked to “Imported File” Account. Is there a way to edit the account name on all these transactions to an account called “private credit Card”?