Linking your bank account will allow debits and credits from your team bank account to be listed on your activity page so you don’t have to pull up your bank statement and manually enter each transaction one by one - magic!

2. Next, you'll be taken to an App Selector page. Click on the Budget.

3. Once you're on the Budget App, you'll see a prompt on the purple bar to link your bank account.

4. Next, click on Existing Team Account

5. You'll be prompted to verify your identity and connect with the financial institution.

Once you link your team's bank account, it will allow debits and credits from your team bank account to be listed on your activity page so you don’t have to pull up your bank statement and manually enter each transaction one by one.