MoneyCoach support
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Search documentation checked by the MoneyCoach team for bank connections and CSV import.
4 articles
- Online bankingiOS, iPadOS
Connect a bank account
Link a supported bank through the bank's secure authentication flow.
- Online bankingiOS, iPadOS
Finish an interrupted bank link
Finish setup for a bank link that is not yet saved on this device.
- Data Import ExportiOS, iPadOS
Import transactions from a CSV file
Import transaction history and map CSV columns to MoneyCoach fields.
- Online bankingiOS, iPadOS
Remove an online banking connection
Stop syncing and remove a linked bank connection from MoneyCoach.
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