Before you begin

Make sure that you have the necessary information for the registration procedure.

A successful registration will usually require the following:

  • Name of the financial institution

  • Type of connection

  • Contract number

  • Activation code or User credentials

Registering your bank

  1. Click on "Banks" on the menu to the left and press the "New" button to configure a new bank connection.

    register-bank

  2. 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.

    choose-bank

  3. Press "Save" to store the new bank connection settings.

  4. Click the blue button on the far right to activate the connection.

    activate-bank

  5. Provide the activation code and press "Activate!".

    activate-bank-values

  6. After a short while a green check mark will be shown in the "Alias" column to show that the connection is active.

    bank-activated