Help

Connect a bank or card

Go to Banking and choose Connect a bank. Columnwell gets read-only access to activity and balances; it can never move money and never sees your bank password.

Steps

1. Open Banking from the menu.
2. Choose Connect a bank, find your bank, and sign in to it in the secure window that opens.
3. Pick the accounts Columnwell may see. Activity and balances start arriving within a few minutes.
4. If an account belongs to a company, assign it to that company so its transactions reach those books.
5. Credit union not listed? Use the SimpleFIN steps on the same page instead: connect your banks in SimpleFIN, create a setup token, and paste it into Columnwell.

Good to know

• One sign-in to a bank covers every account you have there.
• If a bank asks you to sign in again, Banking shows a Reconnect button on that connection.
• Disconnecting stops syncing and deletes the stored bank credential. Activity already brought in stays in your books.
• No live feed? You can upload bank and card statements (CSV, OFX or QFX) on Documents.