You can connect the same bank more than once when you and another account holder use separate online banking credentials. This lets EveryDollar import the accounts available under each person’s login.
Before You Begin
- Make sure you have EveryDollar Premium.
- Have the online banking username, password, and any required verification information for each login.
- Confirm which accounts are available under each login.
Steps
- Once signed in to EveryDollar, click or tap on the Accounts link.
- Select Connect Account.
- Search for and select your financial institution.
- Enter the first account holder’s online banking credentials.
- Complete any bank verification prompts.
- Repeat the connection process using the second account holder’s online banking credentials.
- Review the imported accounts, and if you see any duplicate accounts, be sure to turn off transactions streaming for one set of accounts so that duplicate transactions do not pull through.
Additional Information
Some banks show all joint accounts under either login, while others only show accounts connected to a specific user profile.
If both logins have access to the same account(s), you may see duplicate accounts or duplicate transactions pull through. Verify which accounts belong to each login before removing a connection.
If duplicate transactions appear, remove the duplicate account connection or turn off transaction streaming for that account.
Next Steps
Once you have the correct accounts connected in your Accounts section, give it up to 24 hours, and then check to see if your transactions start coming through into EveryDollar for you to track.