money-thing

Connections

Is the data flowing, and do you need to do anything?

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Add a connection

Connect a bank via openfeedCDR consent flow: you choose the accounts and the sharing period.

Accounts

Which ledger each account feeds. Inactive accounts keep their history but stop syncing.

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Import a file

  1. 1 Account & format
  2. 2 Upload & preview
  3. 3 Commit