Accounts are used to organize your transactions. You must have at least one account set up in the FaithFi app before you can start creating and assigning transactions.
There are two types of accounts you can create:
Manual account: these accounts require you to manually track your transactions. With FaithFi Pro, you can use the CSV upload to quickly input your transactions for this account.
Connected account: these accounts are securely connected to your bank via our third-party account aggregation service, Plaid. Transactions and account balances are automatically imported into FaithFi so all you have to do is assign them to the appropriate envelope.
Click here to learn more about Accounts.