How to Activate a Bank Integration

Modified on Wed, 12 Mar, 2025 at 12:38 PM

As an admin on Expensya, you can activate a bank integration from the website to import your bank card statement.

For that :

  1. Go to the Administration tab, Integrations submenu,
  2. Click on the Add integration

  1. Select Banking, pick your bank, and Activate

Note: Make sure the format you are importing matches Expensya's template!

To deactivate a bank integration:
  1. Select the bank integration you want to deactivate,
  2. Click on the Delete button.

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