Audience: Accounting Manager
Summary: This article reviews how to connect your bank account to MineralTree in order to see your current bank cash balance in the MineralTree dashboard.
How to sync your bank account with MineralTree
To synchronize your account with MineralTree please follow these steps:
- On the dashboard page, click the blue refresh button under BANK CASH.
- Accept the Terms and Conditions and then click “Add New Accounts.”
- Search for your Bank and select the correct one from the results listed.
4. Enter your credentials to establish a connection with your bank.
Please note that in order to update the bank balance, the user must refresh the link by clicking on the blue icon next to the bank account balance. A user can also manually update the balance by clicking on the bank balance total.