How to choose which bank accounts Pitch In tracks
Track only the accounts you want, set what kind each one is, and bring in earlier transactions.
The household's owner or an admin, with a bank connected.
- 1
Go to Accounts and scroll to “Bank connections”. Each account from your bank is listed by name and its last four digits.
- 2
Use the “Track” switch on each one. Turned off, an account’s balance and bank transactions come off the books; turned back on, they return on the next update.
- 3
Use the dropdown beside an account to set its kind: Checking, Savings or Credit.
- 4
To see transactions from before you connected, press “Bring in earlier” on a tracked account, choose how far back, and press “Show me”.
- 5
Check the preview. If you typed some of the same transactions in yourself, they’re listed so you don’t count them twice. Then press “Bring in”.
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