SoftLedger can link in bank accounts and credit card to return transaction feeds, from which Journal Entries can be created. Navigate to Cash Management>Link Banks and follow the below steps to link your banking institution.

1. Click Add Bank/CC.

2. Find your banking institution.

Note: You can enter the bank name or URL used to login.

3. Enter your username and password.

Note: Adding the username and password will bring in all accounts associated with those credentials (e.g checking and savings accounts).

4. Link a SoftLedger Ledger Account.

Once you have added the bank, you can link a Ledger Account to each bank account that will be used when creating Journal Entries from the bank transactions. Click the actions button on the far right of the bank account line and the "Link Ledger Account" icon:

5. Review Transactions in SoftLedger.