Create Your First Transaction via Plaid

Create Your First Transaction via Plaid

This article is to describe how to setup your first transactions via Plaid!


1. On the sidebar menu tab "Finances", click the "Transactions" page.
2. Click the "Upload Transactions" button in the top right.
3. Then click the "Enable Automatic Feed" button.
4. Here you will follow the steps set by Plaid.
5. The bottom table will now start to pull over all your transactions.
6. Start categorizing your transactions.
7. For verification: Return to the "Transactions" page from step 1. The transactions you just imported and categorized are now populated.

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