TABLE OF CONTENTS
Before you start
Your current account is the account you use for everyday spending and regular income, as opposed to a savings account.
If you're completing a Source of Funds report (the report Armalytix produces to prove where your money comes from), you're asked to connect your current account so the company checking your report can confirm your regular income and expenditure.
The message
Your current account is the account you use for everyday spending and regular income, as opposed to a savings account.
If you're completing a Source of Funds report (the report Armalytix produces to prove where your money comes from), you're asked to connect your current account so the company checking your report can confirm your regular income and expenditure.
If you are completing a Source of Funds report, you may see the following message when you try to Continue after connecting your banks:
What to do
Find the situation that matches yours:
You forgot to connect your current account. Click Connect Current Account to go back to the bank screen, then connect the bank your current account is with.
You connected the bank, but didn't share the current account itself. Disconnect and reconnect the bank, then select the current account this time. See How to add multiple accounts at the same bank.
Your current account is with a bank we can't connect to. Add the account manually instead. See Adding accounts or statements manually.