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Floorzap Knowledge Base
Banks & Integrations
Banks & Integrations
Linking a financial institution
What financial institutions does Floorzap support linking?
Why should I link my financial institution?
Is it secure to link my financial institution with Floorzap?
How do I link my financial institution with Floorzap?
How much transaction history is imported when I link an account?
Managing a linked financial institution
Can I create a rule to automatically tag all transactions from a specific account?
How quickly are new transactions imported?
Can I link a new card or account that I opened or updated at a financial institution I’ve already linked?
Can I remove an account that I no longer want to track?
Manually Tracked Account
What is a Manually Tracked Account?
How do I create a Manually Tracked Account?
Merging a Manually Tracked Account with a linked account
