Transitioning off of Multiple Card Accounts Follow

To move off of a card connection that supports multiple child cards or subaccounts, you can utilize the following alternative options below. 

Single Card Aggregation 

Single card aggregation is a credit card profile with only one account. There are no subaccounts or child cards. You can reach out to your bank to acquire individual login credentials for each credit card on your account, then use the following steps to add the cards to Tallie.

• Navigate to the Credit Cards page.
• Click Add a Credit Card.
• Search for your bank by typing in the name of the bank or the sign-in URL, or select from the popular banks below.

• Enter your user-specific login credentials for your online banking and click Sign In. 
  • Please Note: The required information may vary by bank.
  • If this is a company card, check this box.
  • Check this box if you would like all transactions from your statement to be automatically created as expenses in Tallie. 

Statement Upload 

Tallie can be used to import your credit card transactions from a downloaded credit card statement to help keep track of your expenses. With this file upload feature, you can upload files downloaded from your bank to add transactions en masse in Tallie.

Bank Data Delivery 

SFTP or Secure File Transfer Protocol is a way for Tallie to receive direct credit card data from bank sites on a nightly cadence.

For more on this see our guide: Receiving Bank Delivery via SFTP