Before you begin
Make sure that you have the necessary information for the registration procedure.
A successful registration will usually require the following:
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Name of the financial institution
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Type of connection
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Contract number
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Activation code or User credentials
Registering your bank
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Click on "Banks" on the menu to the left and press the "New" button to configure a new bank connection.
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Choose a bank from the dropdown menu and set an alias. A default value will be provided for you. Then select connection type and insert registration values supplied by the financial institution.
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Press "Save" to store the new bank connection settings.
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Click the blue button on the far right to activate the connection.
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Provide the activation code and press "Activate!".
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After a short while a green check mark will be shown in the "Alias" column to show that the connection is active.