Hi @zwolfe1997 , do you mean tracking an account for a bank we don’t have automated feeds for? You can make use of the Manual Accounts feature. Learn more here. Let us know if you have any questions.
Hi! Thank you for creating this template! It was exactly what I was looking for. I can’t seem to get anything to populate in the bill query section. In the description section I used the payee or bill name. It’s prettt much the same as what’s listed in transactions. Can you assist? Thank you!
@rashaun08 that part is populated by the Note column from the Transactions sheet, do you have that present already?