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How do I add bank accounts?

Updated over 11 months ago

In Synci, we refer to bank accounts as "Sources". Follow the steps below to create your first source:

  1. Go to Sources.

  2. Click "Add Source".

  3. Select your country and your preferred bank.

  4. You will be redirected to our Open Banking partner GoCardless.

  5. Pick your preferred bank and finish authentication.

  6. Remember to activate the sources you want to transfer transactions from by connecting them to budget accounts.

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