Linking a manual account to the bank? (edited)

muel87
muel87 Member ✭
edited April 19 in Managing Your Transactions

IS there any way to move transactions in a manual account to a linked account?

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  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    When you link a financial institution and it finds accounts, each account found can either be added as a new account or linked to an existing manual account.

    —
    Rob Wilkens

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    Here is the support article on linking a manual account to a connected account

    https://help.simplifimoney.com/en/articles/4959544-how-to-link-accounts

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

Answers

  • N4KHQ
    N4KHQ Member ✭✭✭✭

    Have not done it as of yet but I think if the transactions are manual in for example Apple Card when you link Apple Card it will bring them in either automatically or by telling it to link. I say a post that it did not create duplicates. Can someone give the procedure step by step?

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