How to Add/Edit a Linked Bank Account

You can connect your online bank or credit card account and have your transactions sync automatically using the steps below. You can also create an account by uploading transactions downloaded from your financial institution. You can also make changes to your linked account at any time.

  • How to add a linked account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Select "Link a Bank or Credit Card Account"
    • Begin typing your Bank name on the screen, then select your bank from the options.
    • Enter your  User ID and Password that you use to log into your bank account online. 
    • Select the accounts you want to connect
  • How to add a manually uploaded account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Select "Link a Bank or Credit Card Account"
    • Begin typing your Bank name on the screen, then select your bank from the options.
    • Enter your  User ID and Password that you use to log into your bank account online. 
    • Select the accounts you want to connect
  • How to edit a linked or manually uploaded account
    • Log in to https://secure.cheqbook.com/
    • Click "Dashboard"
    • Click the "Manage" button next to the account
    • Make changes
    • Click "Save"
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