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Connect to Bank Feed Provider

Connect your bank accounts to FDX-compatible bank feed providers for automatic transaction imports.

Prerequisites

Before connecting, you must define at least one bank feed provider in SettingsBank Feed Providers.

Learn about bank feed providers: Bank Feed Providers

Connection Process

When viewing a bank account, click the Connect to Bank Feed Provider button to begin.

Select your bank feed provider from the dropdown and click Next.

You'll be redirected to authorize Manager to access your bank data.

After authorization, select which bank account to link to your Manager account.

Learn about account selection: Connect to Bank Feed ProviderBank account