Getting Connected
- Guide to Connecting Your Accounts
- US Connection Statuses
- Canadian Connection Statuses
- Understanding Data Providers and Connections
- Choosing Your Data Provider
- Getting Started with Bill Sync
Account Management
Troubleshooting
- Financial Institution Not Listed
- Refresh Accounts
- Fixing Inverted Balances
- Manually Edit an Account Balance
- Troubleshooting Delayed Transactions
- Troubleshooting Duplicate Transactions