How to Add/Edit a Linked Bank Account

You can connect your online bank or credit card account and have your transactions sync automatically using the steps below. You can also create an account by uploading transactions downloaded from your financial institution. You can also make changes to your linked account at any time.

  • How to add a linked account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Select "Link a Bank or Credit Card Account"
    • You will see a screen asking you to "launch Yodlee".  Read the guidance there and then launch the Yodlee popup.
    • Begin typing your Bank name on the screen, then select your bank from the options.
    • Enter your  User ID and Password that you use to log into your bank account online. 
    • Once you've added the bank accounts you wish, close the Yodlee window to return to Cheqbook.
    • Cheqbook will then offer you to select the accounts you wish to connect
    • Put a check mark next to each one, select the type of account (bank or credit card), and take this opportunity to edit the name of the account to something more useful.  For example Bank of America may call that account Free Business Checking.  You may want to call it Bank of America Checking.  
    • When you're done, save your changes.
    • It takes up to 20 minutes or longer for Yodlee to connect to these banks, download the transactions, and begin to share them with Cheqbook.  If you fresh screens they will slowly appear.  
  • How to add a manually uploaded account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Select "Link a Bank or Credit Card Account"
    • Begin typing your Bank name on the screen, then select your bank from the options.
    • Enter your  User ID and Password that you use to log into your bank account online. 
    • Select the accounts you want to connect
  • How to edit a linked or manually uploaded account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Click the "Manage" button next to the account
    • Make changes
    • Click "Save"
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk