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Connecting bank feeds

The current Bank Feeds page creates an Accounting bank-connection record from operator-entered details. It does not launch a bank OAuth or credential-linking flow.

Add a connection

  1. Open Accounting > Bank Feeds.
  2. Select Add Connection.
  3. Enter a display name and institution.
  4. Choose checking, savings, credit card, or other.
  5. Choose USD, EUR, GBP, or CAD.
  6. Select Create Connection.

After creation, open the connection to upload transactions, categorize and post them, manage statement sessions, review statements, and configure reconciliation rules.

Upload a bank CSV

The connection view accepts a .csv file. Specify the one-based date, description, and amount column numbers and choose YYYY-MM-DD, MM/DD/YYYY, or DD/MM/YYYY as the date format before uploading.

Disconnecting stops future sync activity while preserving transactions already imported into the ledger. The current MCP catalog does not expose the historical bank-connection or bank-CSV tool names.