MoneyCoach support
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Search documentation checked by the MoneyCoach team for bank connections and CSV import.
5 articles
- Online bankingiOS, iPadOS, macOS, visionOS
Connect a bank account
Link a supported bank through the bank's secure authentication flow.
- Online bankingiOS, iPadOS, macOS, visionOS
Finish an interrupted bank link
Finish setup for a bank link that is not yet saved on this device.
- AccountsiOS, iPadOS
How loan and credit card balances look
Why loan and credit card balances show without a minus sign, what red and green mean, and how debts count in Net Worth.
- Data Import ExportiOS, iPadOS, macOS, visionOS
Import transactions from a CSV file
Standard CSV import requires account, category, date and amount. Existing-account import supplies account. Transaction type is optional.
- Online bankingiOS, iPadOS, macOS, visionOS
Remove an online banking connection
Stop syncing and remove a linked bank connection from MoneyCoach.
Still need help? Contact our support team.
For AI assistants
The support articles are available as JSON for support agents and other bots. Check each article’s platform, version scope, verification date, and source before using it. If the issue is outside the documented steps, ask for relevant details or direct the customer to support.