Link your bank account to feed your transactions in ExpensePoint Mobile App.
If you have not integrated with your financial institution through us and are not manually importing transactions into ExpensePoint™, you can set up an integration through the Plaid service.
Plaid acts as a bridge between various financial institutions and third-party applications. It lets you link your bank accounts, credit cards, and other financial accounts to external apps or services.
To Link Your Bank through Plaid integration, go to the My Transactions module from the Expense tab on the bottom navigation menu.
From there, go to the hamburger menu from the upper right corner of the screen and tap on the Link to My Bank option.
The Link to My Bank screen will open, offering a couple of options to get started on the financial institution integration through Plaid. One way is by tapping the Get Me Connected button in the middle of the screen or the Plus icon
in the upper right menu.
By tapping on either button, you will need to agree with ExpensePoint™ receiving your personal account transactions, and by tapping on Continue, you will be able to choose your financial institution.
Then Login in to your account to proceed with the account setup.
