Include all supported accounts selects the eligible accounts listed under one bank connection. Review the selection before saving, particularly when a bank login includes both company and personal accounts.
Institution supports the bank and credit-card account types shown as eligible in this control. An account also needs a known currency. Selecting all does not change an unsupported account into a supported one or increase your plan allowance.
Review before saving
- Open the relevant connection and compare its account list with the accounts you intend to maintain for this company.
- Choose Include all supported accounts, then clear any account that does not belong in these books or is not needed.
- Check the selected count and the active account allowance. Save the selection and read the resulting sync notice.
Saved selections stay meaningful when you reconnect. Do not assume that authorizing a bank again has silently added every newly discovered account. Refresh the account list and inspect the saved choices.
If the page only allows you to reduce a selection, use those reduction controls. You can retain the accounts you need while bringing usage within the current allowance. New additions require the relevant current access and capacity.
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