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Frequently Asked Questions

What does it mean if an account I linked using the previous method of adding accounts is closed?

For any account that is listed as closed, you will still be able to see the historical data that shows today throughout the various features of our application, but we will no longer be able to access these accounts, and because of that, updates to those accounts, or any new transactions, will no longer be available. To access the latest account information, you will need to re-add those accounts using our new method of adding non-Baker Boyer accounts. If you are adding accounts you previously added, you should consider archiving the account that was added using the previous method - please see the section below for more information.