How do I import transactions from another bank or credit card?

Using another bank account, credit card, or other account to receive deposits or make purchases for your business? Found Plus subscribers are able to import these transactions into Found to track all of their income and expenses in one place.

• Navigate to the Activity tab and tap the Add income or expense (+) button.

• Choose Connect a bank, card, or app from the menu.

• Tap Continue on the Plaid connection screen.

• If you’ve connected accounts with Plaid before, enter your phone number to sign into your Plaid account. Or, tap Maybe later to continue.

• Choose from commonly linked institutions like PayPal or Venmo, or use the search bar to find your institution. More than 12,000 financial institutions can be found on Plaid.

• Log into your account and follow any prompts that your institution may provide. You may need to switch back to Found when you’re done.

• Choose a start date for your initial transaction import and select Continue. By default, we’ll start at the beginning of the current year.

Once you’ve connected your account, you can start selecting recent transactions to import while we work on bringing the rest of your transactions in. You’ll get an alert in Found once all of your activity has loaded. 

Click the Add button once you’re done selecting transactions and start categorizing them in Found. As you categorize transactions, you can create category rules to automate this work for future transactions.

Can I automatically import transactions from another bank or credit card?

Yes, you can automatically import transactions from another account! This is great for things like a business credit card or other business account where all of your transactions are for your business.

Here’s how to set this up once you’ve linked your external account:

• In your Activity section, click Add income or expense.

• Under Sync Transactions on Desktop or Connected Accounts in our mobile app, select the linked account that you want to automatically import transactions from.

• In the upper right click the settings icon, click Sync account (all transactions), and toggle to the second option Sync accounts (all transactions).

• Click Continue to finalize the syncing process.

This will now automatically sync future transactions from that account moving forward. 

If you’d like to go back to manually importing select transactions, you can toggle back to the Select transactions to import option in the settings of the linked account.

FAQs 

Who can use Connected Accounts?

All Found users can use Connected Accounts for 60 days. After 60 days, you’ll need a Found Plus subscription to continue to import new data from your accounts. Found Plus is an optional paid subscription service, costing $19.99 / month or $149.99 / year.

If you choose not to upgrade to Found Plus, all of your important records will still be available, though no new transactions will be added.

How many accounts can I connect?

You can link up to ten accounts to your Found account. Each week, Found will automatically check for new transactions to import, allowing you to choose which transactions to bring into your account.

How do I unlink an account?

Unlinking accounts is easy. On mobile, navigate to Activity and tap the dots icon to bring up the settings menu, or on desktop, click the Settings button. Choose Connected accounts and tap the account that you want to unlink. Tap Unlink account to disconnect the account.

When you unlink a connected account, your transactions will no longer be synced with Found. Activity you previously added to Found from the connected account will not be deleted.

How else can I import transactions?

All Found customers, including users who are not subscribed to Found Plus, are able to import transactions by uploading CSVs (including ones created from Cash App or Quickbooks), as well as add bookkeeping records individually.

*Found's core features are free. Found also offers an optional paid product, Found Plus for $19.99 / month or $149.99 / year.