If you're using EveryDollar Premium and have your bank accounts connected with the Stream Transactions option turned on, your transactions will automatically load in, making it easy to track and categorize them.
Here's how it works:
Once you’ve connected your bank accounts through EveryDollar Premium, your transactions will start flowing into the app. You’ll be able to:
- Review each transaction
- Drag and drop it into the correct budget item
- Stay up to date without manually entering each expense
A few things to keep in mind:
- It can take 1–2 business days for new transactions to appear after clearing your bank.
- Not all banks are supported, and some connections may be temporarily down due to changes made by the bank or security settings.
- You can always choose to manually create a bank account and manually track transactions if you prefer or if your bank isn’t supported.
Need help connecting your bank?
Check out this article: How to Add a Bank in EveryDollar