Click the gear icon for Settings.
Click "Connections".
Click the orange "+" button.
Select the name of your listing site or financial institution from the list or enter the name in the search box.
Enter your credentials for the selected site when prompted (we never save your credentials and in most cases you are entering them on the provider's site).
Follow the prompts to confirm the accounts and configure any settings.
Wait while we import your transactions or repeat the process for the other companies you do business with.
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