Adding Expenses

You can add expenses to My Reseller Genie by connecting a credit card/bank account, by uploading bank statements, or by manually adding them.

Set Up Walkthrough Feature

My Reseller Genie has implemented a set up walkthrough feature that seeks to make the remainder of this article unneeded. To access this feature, click the "Get Started" tab on the left of the screen, then click the "Start Set Up" button.

My Reseller Genie will ask you a series of questions to help you import your past data and set up your account. If you complete these steps and need to go back and import more expenses or connect additional accounts, you can refer to the instructions below.

Setting Up Bank and Credit Card Integration

If you signed up for our Premium or Ultimate plans, you will have bank and credit card integration. Setting this up is extremely easy and straightforward! (Horray!) If you wish to link to your bank accounts, follow the simple steps in the video below (or read the steps below):

1. 1. Click “Integrations”

   2. Click the “Add Expense Integration” button

   3. This will open a form to enter the information for your integration:

      1. In the "Bank Account / Credit Card" field, select "Add New" (default option)

      2. Enter a name for the integration

      3. 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)

      4. Select an option to tell MRG if you will be connecting a bank account or a credit card

      5. Click the "Connect" button

   4. Search for your institution, log in using your banking credentials, and select the account

   5. Your integration is set up!

   6. If data doesn't pull in, try manually refreshing by returning to the integrations menu and hit the refresh icon next to your new integration

Expenses not pulling? Read this article: I just connected my bank account/credit card, but no data has pulled in. Did I do something wrong?

Uploading Bank Statements or Expense Lists

You can upload expenses using the following steps:

1. Click “Add Transaction” > “Bulk Upload”
2. Select your expense file to upload
3. Follow the prompts on the screen, upload your file, and map the columns using the dropdowns

Adding Expenses Manually

If you don't have that many expenses to add or are having trouble with uploading them, you can also add expenses manually using these steps:

1. Click "Add Transaction"
2. Fill out your expense details and click "Add"
3. If you'd like to add multiple expenses without the form closing, click "Add and Next" instead