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Articles on: Sprwt Supprt

How do I connect my bank account or credit card?


  1. Go to Accounting > Connected Accounts and click + Connect New Bank.
  2. The Plaid window opens; select your institution and log in with your online-banking credentials.
  3. 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.).
  4. 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.
  5. 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