Ok. So I LOVE the idea of syncing business accounts and credit cards to get one glance at everything on one dashboard.
I bank with Umpqua bank and when syncing Plaid says that HB is asking to access all my accounts.
I run 3 separate businesses and have a personal checking account.
it pulls in all accounts!
Does the same with my Bank of America credit card. I only use one for my business but it pulls in two.
how do I handle this to just attach the exact accounts to use this feature effectively?
Best answer by Monica R
Hi Kate!
We currently have a feature request going to allow pulling in just specific accounts! You can upvote it here.
You’ll see in the thread there that this is currently a limitation from one of our banking partners and we’re working with them to see if we can sort out a viable solution!!
+7Hi Kate!
We currently have a feature request going to allow pulling in just specific accounts! You can upvote it here.
You’ll see in the thread there that this is currently a limitation from one of our banking partners and we’re working with them to see if we can sort out a viable solution!!
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