- Click “Integrations”
- Click the “Add Expense Integration” button
- This will open a form to enter the information for your integration:
- In the "Bank Account / Credit Card" field, select "Add New" or select an available bank account
- Enter a name for the integration
- Set a start date (how far back you want MRG to pull data -- some banks limit this, but many will allow up to 2 years)
- Select an option to tell MRG if you will be connecting a bank account or a credit card
- Click the "Connect" button
- Search for your institution, log in using your banking credentials, and select the account
- Your integration is set up!
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