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Articles on: Sprwt Supprt

Can I link several accounts from the same bank, or several banks?


Yes. During linking, the Import transactions window lists every account Plaid found for your login; tick all the ones you want and each becomes its own account in Sprwt with its own start date (default "As far back as possible") and its own Import & Sync transactions toggle. To add another institution, click Connect New Bank again. Each institution gets its own card on Connected Accounts, and all accounts of all banks appear together on the dashboard's Connected accounts card.

Where to find it: /admin/accounting/items