Service Pros: How to Link Bank Accounts and Track Transactions

Link your bank accounts to keep track of income and expenses in one place. This is for bookkeeping only. It is read-only and doesn't move money. To receive payments from landlords, set up your Connected Account instead.

Before you start

• Employees need the Transactions permission (under Accounting). The company owner always has access.
• Have your online banking login ready. You will use it to sign in to your bank through Plaid.
• The number of bank accounts you can link depends on your plan.

1. Add a bank account

1. Go to Accounting → Transactions and open the Accounts tab.
2. Click Add New Account.
3. Enter an Account Title and Description, then click Next.
4. Under Connect Your Bank Account with Plaid, click Connect, pick your bank and log in.
5. You will see Account Connected Successfully! and the row will show your bank name with Connected.

If you close the window before connecting, the account is still saved. Click Connect Account in the Bank Name column to finish linking later.

2. View or remove an account

• Use the ⋮ menu and click View to see the account's Overview (status, balances, bank name, currency, last synced and more) and its Transactions.
• Use the ⋮ menu and click Remove to remove it. This also removes all of that account's imported transactions from DigitalTenant.

3. Work with your transactions

Open the Bank Transactions tab.

• Cards at the top show each bank's balance and last update. Click the refresh icon to sync it.
• Use Filter to choose a bank account and dates. Reset clears the filters.
• Click Add New Transaction to add one by hand. Fill in Select Category, Transaction Details, Transaction Amount and Date.
• Use the ⋮ menu next to it to Import a .csv file (you can download a sample file there) or Export what is currently filtered as a CSV.
• Pick a Category in a row to categorize that transaction. Each row's ⋮ menu has Edit and Delete.

Good to know

• If you reach your plan's limit on bank accounts, a pop-up explains it with a link to Settings → Subscription. You can remove an account or upgrade.
• If Plaid finishes but the account still shows Connect Account, click Connect Account and try again.
• If the Plaid connect button won't start, close the window and try again later.
• If the Connect Again button in the Bank Name column doesn't respond, remove the account and add it again.
• If balances don't change after a refresh, wait a little and refresh again.
• Imports take one .csv file at a time. If an import fails, use the sample CSV from the Import window as your template.
• For a summary, use the Transaction Report under Documentation → Reports.

Need help?

Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.