Articles on: Sprwt Supprt
How do I connect my bank account or credit card?
- Go to Accounting > Connected Accounts and click + Connect New Bank.
- The Plaid window opens; select your institution and log in with your online-banking credentials.
- Back in Sprwt, the Import transactions window lists the accounts found (We found these accounts associated with your <bank> credentials. Select the accounts you want to import transactions from.).
- Untick any account you do not want. For each selected account decide whether Import & Sync transactions stays on, and under Starting from which date? keep As far back as possible or click Edit date to choose a start date.
- Click Save and Continue.
Sprwt exchanges the Plaid token and adds one account per selected bank account to your Chart of Accounts, then imports the history and shows Connected successfully, N transactions imported! (or Connected successfully but no transactions were imported!). In the current version every connected account — checking, savings, credit card, loan, whatever it is — is added under the same Cash and Bank category; Sprwt does not create a separate Credit Card category automatically. Imported transactions appear on the Transactions page as unreviewed, in the Uncategorized Income/Expense category.
Where to find it:
/admin/accounting/items