We are so sorry that you are having issues connecting your bank account. If you would like to still save time on uploading your transactions without bank account linking we have the solution for you!
Putting in your expenses once a month from your bank statement through our bulk import tool can help you save time and still track toward Schedule F categories!
Every month you can submit a copy of the following spreadsheet, and we will get it uploaded to your account!
We understand that it is not ideal, but we are working to get the issues fixed with Plaid and offer other options.
Thank you so much for your patience, and please feel free to reach out to [email protected] for any additional questions or concerns!
If you are unable to link your bank account, we have some other options for you to be able to have a more automized tracking process
Written by Isabelle Talkington
Updated over 7 months ago