It is very beneficial to connect your bank account to your 17hats account so that you can categorize transactions and keep better track of your bookkeeping.
To connect your bank account, begin by clicking on the "Bookkeeping" button on the left hand navigation bar, click on the "Gear" on the right hand side, and then "Connect to Bank".
If you do not yet have any bank accounts connected, as soon as you go to the "Bookkeeping" page, you will be prompted and can click on "Connect an Account" from there.
On the following screen, search for your bank. If at first you do not see your bank, try variations or just one word of the bank's name.
For example: typing "TD Bank of Canada"
Or typing "TD Bank"
Once your bank is selected you will undergo an authorization process, giving permission for 17hats to access your transactions. You will be required to login with your online banking information. Follow the screen prompts to complete the connection process.
Depending on your bank's policies, you may have to undergo additional steps to authenticate each time you want to refresh your feed.
Special notes about your Bank Security and Safety:
- 17hats supports over 20,000 financial institutions.
- We utilize a restricted connection to your account, so we can only read transaction history.
- We use the most modern security and encryption technologies, ensuring your information is safe and secure.
- We never store or view any account numbers or passwords.
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