- How Do I Import Transactions From My Bank?




First, you need to sign up for EveryDollar Plus. With EveryDollar Plus, you connect your bank to your budget and receive transactions automatically. Once you sign up for EveryDollar Plus, you can click the "Accounts" icon in the upper right corner, click "+ Add Account" to search for your bank by name, and enter your bank's login credentials. Remember to enter your information exactly as if you were signing into your bank's website (for a step-by-step guide to adding your bank, click here.)

We support more than 18,000 financial institutions, so it's very likely you'll find yours. If you can't find your bank, try these search techniques. Once connected to your bank, bank account balances and transactions will appear within the time frame of a few minutes to a few days. This is due to each bank having their own rate at which they make transactions available for syncing. Once your transactions appear you simply track those transactions against your budget.

*Pro Tip: If you haven't seen any new transactions in several minutes, sign out, sign in and refresh the browser page.