Linking a manual account to the bank? (edited)
muel87
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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.
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Rob Wilkens1 -
Here is the support article on linking a manual account to a connected account
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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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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