Getting Connected

• Guide to Connecting Your Accounts
• US Connection Statuses
• Canadian Connection Statuses
• Understanding Data Providers and Connections
• Choosing Your Data Provider
• Connecting to Spinwheel

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Account Management

• Edit Accounts
• Transfer Balance and/or Transaction History to Another Account
• Upload Account Balance History
• Hiding an Account
• Manual Accounts
• Remove or Delete Accounts

Troubleshooting

• Connection Status Messaging
• Financial Institution Not Listed
• Refresh Accounts
• Fixing Inverted Balances
• Manually Edit an Account Balance
• Troubleshooting Delayed Transactions

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