Connect Transaction Records

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

The result is a traceable ledger. Every transaction has a source, an account, an amount, a currency, and a date that you can check.

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 that 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. An import of the same period that a bank later supplies can create rows that look like duplicates. The two sources do not share the same source identifier.

Connect a Bank Feed

1. Open Bank Connections

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

Do not use Finances for this setup. The current Finances → Overview / Reports pages are workspaces for reports. 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. Check the provider that appears beside the result.
4. Choose Connect.
5. Complete the provider's authorization flow.

At this time, Eigenn brokers supported institutions through Plaid, Teller, GoCardLess, or Enable Banking. The provider depends on the institution and the country. Availability, accessible history, and consent duration change with the provider and the bank.

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

3. Choose accounts

After authorization, Eigenn gets the available accounts of the institution. Eigenn selects them by default.

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

One institution connection uses one connection slot, even when it has many 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 many minutes.

If the step reports a failure:

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

5. Confirm the connection

Return to Settings → Account → Bank Connections and confirm:

• the institution card is present
• the connection shows Synced, Syncing, or Never synced rather than Connection issue
• the expanded card shows the selected accounts
• the accounts that you turned on 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. Then 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 the first rows before it moves to confirmation. The file must have at least two data rows and more than one column.

3. Check the column mappings

Eigenn proposes column mappings. You must confirm them.

These mappings are necessary:

• 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. Then choose the create option. This creates a manual account that can take the import.

4. Confirm and check

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, many 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

You can also set the category and the owner, attach a receipt, exclude the row from analytics, and add a note. Eigenn treats a positive amount as income. Eigenn treats a negative amount as an expense. The date picker does not accept a future date.

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

Stop Duplicate History

Use a deliberate source cutover:

1. Find the earliest date that the bank connection imported.
2. End the CSV backfill before that date.
3. Filter the combined ledger by account and date.
4. Check the rows that Eigenn marks 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. Name an owner for operations outside that control. Use transaction assignees for row-level follow-up.

The source owner must check these items regularly:

• consent and connection status
• the accounts that you turned on
• 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 consent that expires or expired.
• A new institution uses one plan connection slot, no matter how many accounts you select beneath it.
• At this time, Free, Starter, Pro, and Enterprise permit 1, 2, 10, and unlimited institution connections. The limit that Eigenn shows 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 keep their source identity. You cannot edit or delete them directly. You can edit or delete manual rows.
• When you remove an account or a connection, Eigenn permanently removes its transactions.

Success Checklist

• the connection or manual account appears in the intended workspace
• you turned on the selected accounts on purpose
• 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

Troubleshoot

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. Contact support with the institution name and the country.

The flow says that you reached the bank limit

The current plan limit counts institution connections: Free permits 1, Starter 2, Pro 10, and Enterprise unlimited. Eigenn also deletes the accounts and the transactions of a connection that you remove. Remove an unused connection only after you accept that result, 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, the country, the provider, and the time of authorization for support.

CSV mappings do 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. Eigenn does not reverse the imported transactions automatically after the fact.

The initial sync appears stuck

Close the flow only if the UI offers Continue. Then examine the connection card. Run a manual sync after the current job finishes. Eigenn deduplicates sync requests that overlap for the same connection.

Transactions exist but reports do not include them

Expand the account under Settings → Account → Bank Connections. Confirm that you turned the account on. Then check whether analytics or reports exclude the transaction, its status, or its category.

Related Pages

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