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  • Upload bank statements
    Uploading statements gets transactions into Tabby when a live connection can't. This article covers importing files, checking what was imported and managing an account that's fed by uploads. Upload statements Uploading is the fallback for anything a live connection can't cover. Use it when: your bank isn't supported by Plaid you need history older than your sync, which usually goes back 60 to 90 days the account is closed Click Upload files under Add a connection, *Upload moreFew readers
  • Connect a bank, credit card or Ramp
    A live connection brings transactions in automatically. This article walks through connecting a bank or credit card through Plaid, and connecting Ramp cards. Connect a bank or credit card Scroll to Add a connection, or click Add connection at the top of the page. The Connect account button in Bank feeds brings you to the same place. ![The three ways to add a connection.](https://storage.crisp.chat/users/helpdesk/website/-/8/a/f/c/8afcc30bafd4b000/01-add-a-connection_1tuampe.pngFew readers
  • Manage, fix or remove a bank connection
    After a bank is connected, you can change which accounts sync, repair a connection that has stopped, or remove it. Each is done from the connection's card on the Bank connections page. Manage a connection Click Manage on a connection card. A panel opens on the right. Syncing. Accounts that are importing, with the date each one imports from. **NoFew readers
  • Bank connections: the three ways to bring in transactions
    Tabby can only keep your books if it can see your transactions. Bank connections is where you decide how they get in: a live link to your bank, a Ramp integration, or statements you upload yourself. Three ways to bring in transactions Method Best for How transactions arrive Bank or credit card Most US banks and card issuers Automatically, through Plaid Ramp cards | Ramp card spending | Automatically, through a direct integration that also brings receFew readers

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