Tallie can be used to automatically import your credit card transactions to help keep track of your expenses. This can be done by linking a credit card.
This article will show you, a report submitter, how to link a credit card to your Tallie account and set up auto-import.
Step 1: Login to your Tallie account and click on the Credit Cards tab, then click Add a Credit Card.
Step 2: Next, choose if you have a corporate card or a different type of card.
Step 3: When selecting 'I have a corporate card', setup instructions will appear for Bank Data Delivery (SFTP). We recommend reaching out to email@example.com if you have a corporate credit card. For business cards, continue by clicking 'I have a different type of card'.
Step 4: Next, select from the 4 most frequently used providers used with Tallie.
If you do not see your provider, click 'I use a different provider' and search using your bank's login URL. The number of stars next to the connection corresponds to the strength and frequency the connection is used.
Step 5: Clicking on either the most frequently used connections or searching your card, you will be prompted to enter in the login credentials which access the credit card and any other login information required, such as a pin number or a security answer to a security question.
Note that for connections provided by our aggregator Finicity, the login prompt may look like the following, and it may appear in a new window or a new tab. Follow the on screen prompts to enter in your username and password.
Step 6: Your credit card will be visible on the Credit Card Profiles page.
Step 7: Lastly, for customers whose card products do not provide SFTP service, Tallie offers statement upload with a sub-account support. This is accessed by clicking create a profile for statement upload.
This option is available for both personal and corporate cards.
To create a profile for statement upload, enter your issuing bank and the last 4 digits of your card. Then, click Save Credit Card Profile. For more information on manual entry, see our article here.