How do I add my checking account?:

Jeff Gendler's Avatar

Jeff Gendler

04 Sep, 2021 12:54 AM

I want to trythe free / demo version before buying, but I don't see instructions for how to add my checking account and to pay bills. Can you help me? If it's easier to call or text, use [removed by support staff]

  1. 1 Posted by mhoggie on 04 Sep, 2021 01:25 AM

    mhoggie's Avatar

    just a user,

    Click on the top of the screen, Account, New Account, Bank, Bank Name, start date, initial balance and your off to the races

  2. 2 Posted by derekkent23 on 04 Sep, 2021 06:48 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Jeff

    Take a look at the articles at

    Hope this helps

  3. Support Staff 3 Posted by Ethan on 05 Sep, 2021 04:45 PM

    Ethan's Avatar

    Hi Jeff,

    I'd also recommend taking a look at the first few sections of, which has general startup information like this with screenshots of the process. I'd be happy to answer any specific questions you may have if any of what's explained there is confusing.

    I've also removed your phone number from your original post, which I assume you did not intend to post on a public thread for the world to see.

    Infinite Kind Support

  4. Ethan closed this discussion on 05 Sep, 2021 04:45 PM.

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