1. FAQ
  2. Banking connection

How do I access my banking transactions?

To access your banking transactions, you can do so in two ways. Either:

  • by going to the My finances tab under Expenses or Income. You will find your transactions of the last 2 months: the current month and the previous month.

  • by going to the tab My finances, by clicking on the banking institution of your choice. You will find your bank accounts. By clicking on it, you will find the corresponding transactions.

As of the last synchronization, your transactions will be displayed, categorized by type. A maximum delay of 5 days may occur depending on the type of transaction.

You can recategorize the type of transactions at any time if the one displayed does not suit your reality. Once recategorized, this change will be kept in memory, giving you the flexibility to manage your application according to your preferences.