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Connect a bank or continue without connecting

During initial setup, finerd offers to connect your bank. You can choose a bank now or skip this step.
  1. On Bank connections, choose your bank or select More banks to find another.
  2. To continue without connecting, select Skip.
  3. Choose a reason for skipping and select Continue. For Other, also enter an explanation.
Bank connections window with banks and the Skip button.

Choose a bank or select Skip.

Reasons for skipping bank connection on Web.

Choose a reason for skipping, then select Continue.

Next, on Pick a goal and we’ll show you how, choose the goals you want finerd to help with and select Continue. This opens the Dashboard.
Goals window with goal choices and the Continue button.

Choose your goals and continue to the dashboard.

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Check your accounts and first transactions

After connecting a bank, importing history, or adding records manually, check that the records match your accounts and transactions.
Open Accounts to review your accounts and balances. Then open Transactions. To check one account, select it in Account and choose the period in Date range.
Account and Date range filters in the Web Transactions list.

Choose an account and date range to check.

Compare these details with your bank statement or your own records:
  • Accounts and currencies: check that the expected accounts are present and each balance uses the correct currency.
  • Balances: compare amounts in the same currency and on the same date.
  • First transactions: check the account, date, amount, currency, and category of a few records.
  • History coverage: check for missing or repeated transactions in the selected period, especially if you combined several ways of bringing in data.
Before adding a transaction manually, check whether it is already listed. If a balance differs, see Verified balance.