Connecting Your Accounts
- Checking the Connection Status
- Guide to Connecting Your Accounts
- Choosing Your Data Provider
- Connect or Manually Add Accounts
- Connecting to Spinwheel
- Equity Tracking
Managing Your Accounts
- Delete a Connection (Financial Institution) vs Delete an Account
- Edit Accounts
- Hiding an Account
- Importing Account Balances Manually
- Importing Balances and Transactions Manually
- Manual Accounts
Troubleshooting
- Connection Status Messaging
- Financial Institution Not Listed
- Fixing Inverted Balances
- Manually Edit an Account Balance
- Refreshing Your Accounts
- Troubleshooting Delayed Transactions