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Managing Your Bank Accounts in the Accounts Tab

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Written by Natalie Brenner

The Accounts tab displays all of your connected and manually added bank accounts. You can filter your view using the following tabs:

  • All β€” View every account in your ledger

  • Business β€” Show only business-designated accounts

  • Personal β€” Show only personal accounts

From the Accounts tab you can also import CSV files for any of your manually added accounts.

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