Explains how to add your bank or credit card to iBE in order to import Bank Card Transactions as expenses
Add your Bank Card in iBE app
Go to Expenses > My Bank Cards to add your personal or company bank or credit card to iBE. All your existing Bank Cards in iBE app will be listed here. If it is not listed do the following:
- Click on '+' icon to add a Bank Card
- Select a Bank by entering a name of the bank (min 5 character required for suggested bank name to appear as dropdown) or else choose any bank from the top 7 highlighted (as bank logo) and click 'Next'. Here we have selected a dummy bank 'DagBankSeCUrityQA'
- Enter username and password for the bank you have selected. If it is a corporate account check the box and login to your account (as highlighted)
- Answer the security questions / token (if any) and press 'submit'. This popup is specific to your bank
- A confirmation popup will appear once the account is added in iBE. iBE will by default import one month's prior card transactions at first. You can change it if you want to import the transactions before this default cut-off
- The newly added Bank account will now appear in your bank list (as highlighted). A message will appear showing the number of days for which the transactions will be imported.
- You will get an email confirming about your 'bank transactions imported successfully'. In future each day's transactions will be automatically imported over-night
- Go to Expenses > Unclaimed and all the imported transactions will be listed here.
Your bank card information is not stored in iBE.net's database, it is only held in our PCI-compliant partner (Yodlee) database. Yodlee is the industry standards for bank transaction integration used by most finance apps. Click here for information on data security.