REI Hub

Adding your Bank & Credit Card Accounts to the REI Hub system helps you see where your funds are and track their flow through your business.

Bank and Credit Card Account Overview

Link your bank account to REI Hub for a convenient, read-only transaction feed. We integrate with Plaid and Yodlee for secure connections.

Adding a Linked Bank Account

If you'd prefer to not link your bank account, a manual account is the move for you! Read on for best practices for manual accounts.

Adding a Manual Bank Account

Bank reconciliation is an optional process to ensure your real world bank balances match the ones shown in REI Hub.

Bank Reconciliation in REI Hub

Edit account details, perform reconciliations, view recent transactions, and check running balances from the Account Register page!

The Bank and Credit Card Account Register Page

REI Hub can securely connect to banks via one of our data providers, ensuring no missed transactions when booking expenses and revenues.

Troubleshooting Linked Bank Accounts

If you have a connected bank account but would like to stop importing information, read more on how to unlink bank accounts.

Unlinking Linked Bank Accounts

REI Hub offers the ability to download bank exports and upload them directly to the import feed of your bank account.

Uploading Transactions From Bank Exports

Commonly asked questions related to banking items

Banking FAQs

If you're moving money between accounts, this article is for you! Transfers can be between checking, savings, and credit card accounts.

Transfer Between Accounts

Allie Paterson

Em Carlisle

Bank Accounts

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Register

Find answers and get help from Intercom Support and Community Experts

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