TABLE OF CONTENTS


Before you start

This applies to accounts connected through Open Banking (the secure system Armalytix uses to link directly to your bank). It doesn't apply to manual accounts - see Adding accounts or statements manually.


Select multiple accounts when connecting your bank

When you connect your bank, Open Banking shows you every account your bank has enabled for sharing. Select all the accounts you want to share with Armalytix before you continue.





Add accounts you missed the first time

If you've already connected a bank but didn't select all its accounts, you'll need to disconnect the bank and reconnect it to choose the rest.

Note: this only applies to Open Banking connections.

  1. Click the trash (bin) icon next to the bank's name to disconnect it.
  2. Reconnect the bank.
  3. Select all the accounts you need this time.


Then you'll be able to reconnect the bank and select all the accounts you need.