How to link existing (manual) accounts to your Bank Account ?

Modified on Tue, 27 Jun 2023 at 09:48 PM

Follow the below steps to connect your existing manual account with your bank account :

  • Go to Dashboard->Accounts screen,
  • Tap on the account and go to the Account detail screen.
  • Click on "Connect account to your bank".
  •  'Connect Account' screen will appear. ( Please open the MX Privacy Policy link here and read it )
  • Click on the 'Continue' button and it will show the Institution/bank list.
  • Either choose your bank/institute from the popular bank list OR search your bank with bank name.
  • In case you are not able to find your bank in the list, please reach out to us at and we will try to add it.
  • Select your bank and then the app will either ask for your credential or will redirect to the respective bank portal.
  • Once your login credentials are successfully validated from the bank, the app will ask for confirmation. 
  •  After confirmation, provide "Transaction Start Date" ( The date from which you want to pull your transactions into the app), Please switch off the toggle option "Fetch Past transaction for this account from the bank", in case you do not want to fetch your past transactions from the bank.
  • Click on the "Done" button and now the app will start fetching your bank account details and associated transactions. It may take some time from 15~40 minutes. The time required to fetch account details may vary from bank to bank and their connectivity status.
  • In case the bank returns multiple accounts the app will show a yellow mark with those accounts. Tap those accounts one by one and confirm their linking with offline /manual accounts one more time. 
  • In case the bank returns only a single account, the app will link your manual account with your bank account automatically and a green marker will appear on the account.
  • If the above steps do not work, please contact us at for help.

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