Connect Transaction Records

This guide creates a reliable source for Eigenn's Transactions ledger. Use a bank connection for ongoing sync, CSV import for historical backfill, or manual entry for one-off records.

The result should be a traceable ledger where every transaction has a source, account, amount, currency, and date that you can verify.

Before You Start

For a bank connection, have:

• permission to authorize the institution
• the correct country selected for the institution search
• at least one account you want Eigenn to sync
• capacity under the workspace's bank-connection plan limit

For a CSV backfill, prepare one file no larger than 5 MB with:

• a header row
• at least two transaction rows
• columns for date, amount, and description
• an optional balance column
• a clear cutover date so the file does not overlap unnecessarily with bank-fed history

See Bank Connections for supported connection states and limits.

Choose the Source Path

You can combine these paths, but define a date boundary first. Importing the same period that a bank later supplies can create duplicate-looking rows because the two sources do not share the same source identifier.

Connect a Bank Feed

1. Open Bank Connections

Go to Settings → Account → Bank Connections and choose Connect Bank.

Do not use Finances for this setup. The current Finances → Overview / Reports pages are reporting workspaces, and older Finances → Bank links redirect to Finances → Reports.

2. Find and authorize the institution

1. Select the institution's country.
2. Search for the bank by name.
3. Review the provider shown beside the result.
4. Choose Connect and complete the provider's authorization flow.

Eigenn currently brokers supported institutions through Plaid, Teller, GoCardLess, or Enable Banking depending on the institution and country. Availability, accessible history, and consent duration vary by provider and bank.

The connection flow is read-only and presents its transport as encrypted end to end.

3. Choose accounts

After authorization, Eigenn retrieves the institution's available accounts and selects them by default.

1. Review the account name, type, balance, and currency.
2. Clear accounts you do not want to sync, or use Select all.
3. Keep at least one account selected.
4. Choose Continue.

One institution connection consumes one connection slot even when it contains several selected accounts.

4. Let the initial sync run

The sync step reports its stage, percentage, current account, accounts processed, and transactions processed when those values are available. Initial history can take several minutes.

If the step reports a failure:

• choose Retry to return to institution authorization, or
• choose Continue to close the flow while background processing continues

5. Verify the connection

Return to Settings → Account → Bank Connections and confirm:

• the institution card is present
• the connection is Synced, Syncing, or Never synced rather than Connection issue
• expanding the card shows the selected accounts
• enabled accounts show the expected type, currency, and balance

Then open Transactions and use the Source → Bank connection and Accounts filters. Check recent rows against the bank for date, amount, currency, and account.

Backfill from CSV

Use this path when you need older history or cannot find the institution.

1. Start the import

On Transactions, open the add menu and choose Import/backfill. You can also expand an account under Settings → Account → Bank Connections, open its actions menu, and choose Import to preselect that account.

2. Upload the file

Upload one .csv file no larger than 5 MB. Eigenn reads the header and first rows before moving to confirmation. The file must contain at least two data rows and more than one column.

3. Review every mapping

Eigenn proposes column mappings, but you are responsible for confirming them.

Required mappings are:

• Amount
• Date
• Description

Balance is optional. Choose the target account and currency. For a credit account, confirm Inverted amount so charges and payments use the intended sign.

If no account exists, type a new account name in the account selector and choose the create option. This creates a manual account that can receive the import.

4. Confirm and verify

Choose Confirm import and wait for the successful-import message. Then open Transactions and filter by:

• Source → Manual
• the target account
• the imported date range

Spot-check the first and last dates, several positive and negative amounts, descriptions, and the account balance.

Create One Manual Transaction

For a single adjustment, open the Transactions add menu and choose Create transaction.

Enter:

• description
• amount
• currency
• account
• date

Optionally set the category and owner, attach a receipt, exclude the row from analytics, and add a note. A positive amount is treated as income; a negative amount is treated as an expense. The date picker does not allow future dates.

Manual rows expose Edit and Delete in their action menu. Bank-fed rows do not.

Prevent Duplicate History

Use a deliberate source cutover:

1. Find the earliest date the bank connection imported.
2. End the CSV backfill before that date.
3. Filter the combined ledger by account and date.
4. Review rows marked Possible duplicate.

The duplicate indicator is a review aid based on similar merchant, amount, and nearby date. It does not delete or merge records automatically.

Assign Source Ownership

Eigenn does not store a dedicated “source owner” on the connection card. Establish an operating owner outside that control and use transaction assignees for row-level follow-up.

The source owner should regularly verify:

• consent and connection status
• enabled accounts
• latest synced date
• duplicate boundaries after a backfill
• institution access when a teammate leaves

Source States and Limits

• Bank cards can report Syncing, Synced, Never synced, Connection issue, or expiring/expired consent.
• A new institution uses one plan connection slot, regardless of how many accounts are selected beneath it.
• Free, Starter, Pro, and Enterprise currently allow 1, 2, 10, and unlimited institution connections respectively; the limit shown in Eigenn is authoritative.
• CSV import accepts one .csv file up to 5 MB, with a header, more than one column, and at least two data rows.
• Bank-fed rows retain their source identity and cannot be directly edited or deleted; manual rows can.
• Removing an account or connection permanently removes its associated transactions.

Success Checklist

• the connection or manual account appears in the intended workspace
• selected accounts are enabled intentionally
• recent transactions match the source on date, amount, currency, and account
• CSV signs are correct, especially for credit accounts
• imported and synced date ranges do not overlap unexpectedly
• the Transactions review queue contains only records that genuinely need attention

Troubleshooting

The bank does not appear in search

Confirm the country and try the institution's full name. Provider coverage varies. Use Transactions → Import/backfill for a CSV alternative and contact support with the institution name and country.

The flow says the bank limit is reached

The current plan limit counts institution connections: Free allows 1, Starter 2, Pro 10, and Enterprise unlimited. Remove an unused connection only after understanding that its accounts and transactions will also be deleted, or upgrade the plan.

No accounts appear after authorization

Return to the bank step and reconnect. Confirm that the bank granted access to at least one supported account. If the provider still returns no accounts, collect the institution, country, provider, and approximate authorization time for support.

CSV mapping does not look right

Choose Choose another file and correct the headers or source data. Do not confirm an import whose date, amount, or description preview is wrong.

Credit-card charges have the wrong sign

Repeat the import with the correct account type and Inverted amount setting. Imported transactions are not automatically reversed after the fact.

The initial sync appears stuck

Close the flow only if the UI offers Continue, then inspect the connection card. Run a manual sync after the current job finishes; overlapping sync requests for the same connection are deduplicated.

Transactions exist but reports do not include them

Expand the account under Settings → Account → Bank Connections and confirm it is enabled. Then check whether the transaction, its status, or its category is excluded from analytics or reports.

Related Pages

• Bank Connections
• Transactions
• Transaction Categories and Rules
• Reconcile and Categorize Transactions
• Integrations
• Support