Managing Expenses
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      3. Managing Expenses

      How do I setup transaction matching?

      Please follow the below steps to link up your checking account and credit cards:

      1) Login to Itemize
      2) Go to Menu
      3) Click “Settings”
      4) Click “Transaction Matching”
      5) Click “Add Connection”
      6) Select your bank and add your accounts.

      **Please take note that only the financial institutions on this list are supported at this time