The import picker can offer a live connected bank account even when it has not yet appeared as a saved financial account. Selecting that eligible account starts preparation of its mapping and refreshes the saved account list.
- Open Financial account, or Statement account for optional statement matching.
- Identify the connected account by bank name, account name, last digits and currency.
- Select it and wait while Preparing the connected account appears. Continue only when the picker confirms the prepared account.
Connected choices are limited to authorized live accounts that are selected, supported and have a recognized currency. A disconnected, pending-revocation or unsupported account may not be offered here.
If preparation fails
Use Refresh accounts and inspect the current mapping before selecting again. The account may have been prepared even if the refreshed list failed to confirm it.
Do not substitute a similarly named saved account without checking its identity. The file’s source account remains the same whether it is chosen through a bank connection or a manual record. If uncertainty remains, record the exact preparation message and account details for support before importing transactions.
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