Linking A Bank Account or Credit Card
Having trouble linking your account, or linkage stopped working? Reach out to firstname.lastname@example.org and we'll be happy to help you sort it out.
To link a bank account or credit card to ExpenseBot, head over to the Accounts area under the gear on the main menu.
Click the Add Account button to the top right and you'll be presented with the first step in the process, selecting your bank:
Find the bank you'd like to link to ExpenseBot using the search box (try typing the full institution name, like American Express for AMEX) and note that some banks have different logins for credit cards versus savings or checking accounts.
Once you've selected your financial institution, you'll get a login form (like above) asking for your username and password to the bank's website. Don't worry, this process is super secure and we never get access to your financial details or have the ability to move money from your account. In fact, this whole process is possible because of our partnership with Intuit (the makers of QuickBooks and Mint) to access bank transactions, when you log in with the window above, your credentials are verified and stored by them!
After logging in, you may be asked several more questions that are actually required by your bank to get access to your account transactions. These are usually additional security questions or image verifications that you probably set up when you established your account. If you have trouble remembering them, don't worry! You can always reach out to your bank to update them.
Once linked, your account will look something like this:
There are a few options you should be aware of with accounts:
- Refresh - Each linked account automatically downloads new transactions nightly, but if you need to force the update to happen, you can do so using the refresh link at the top right of the account view.
- Updating the Card Name - To update the name of the card to something more memorable or familiar, click the gray pencil icon to the right of the name.
- Update Credentials - Sometimes banks can disconnect the link we have to your account without telling us about it. If this happens (usually you can tell because new expenses stop showing up after a few days) you can use the update credentials link to re-enter your username and password.
- Disable Account - This link disables the connection to the account and removes the account from the accounts page entirely. Any existing expense for the account will stay where it is, so no worries about losing historical data if you close an account.
- Company Paid Card - This option is to indicate that the card is a "company liability card" meaning that your company or organization pays the billing statement on the card and you do not need to be reimbursed for the transactions coming from the card. This will automatically mark any expense created from the card as non-reimbursable and the reimbursable checkbox will be locked when editing the expense.
- Ignore this Card - This option will automatically ignore any transactions from this card (some accounts will include multiple accounts, so you may want to ignore one, while using the other).
After an account is linked, the transactions will appear within the My Expenses list as seen below:
You'll note that the card nickname (which you can change) appears as the expense source. This column is sortable and you can also use the search capability to search for the card nickname and view only items from that card.