How to Add Credit Cards

Modified on Thu, 24 Apr at 12:50 PM

Note: This guide relates to credit card expense receipts imported through Plaid . It does not apply to expenses imported through a custom-built integration, such as an AWS file importer.

Once a bank account is connected, you can add any additional cards associated with the account to Beanworks. To do this:

Select the bank you want to add a card to.
Click Manage Cards.

You will be directed to Plaid. Follow their steps to log into your bank account and select the required cards. Ensure you log in using the same credentials used to add the bank account. Using different credentials may result in duplicate transactions.