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Frank works best when he can see every account your business uses: checking, savings, credit cards, lines of credit, and any account that receives revenue, pays expenses, or handles transfers.

This article covers where to manage your connected accounts and the settings you can customize for each one.

Click the banking icon in the left menu. You'll see a snapshot of all your connected accounts, with accounts from the same institution grouped in one box.

To connect another account:

Each account has a green Edit button in its bottom right corner. Click it to open the account's settings, where you can change the name, clarify the account type, and adjust how balances appear.

Rename each account based on its purpose. For example, if a bank account is used for operating expenses, name it Operating Expenses. If you use accounts for internal transfers, setting aside funds for income tax, sales tax, payroll, or owner's profit distributions, name them accordingly.

Account names also appear in the filters on the Transactions page. Clear, purpose-based names make it much easier to filter to a specific account and know exactly what transactions to expect there.

If Frank didn't detect the right account type, set the correct one from 'Depository' to checking, savings, credit card, line of credit, and so on.

Open the Advanced Options toggle to find three checkboxes:

Don't track incoming transactions / Don't track outgoing transactions: Check one of these if you don't want Frank to track money flowing in or out of this account.

Don't include this account's balance in the totals: This is the most commonly used option. When checked, the account's balance is excluded from the Total Cash Available number on your cash flow dashboard. For example, if you set aside money for income taxes in a dedicated account, you probably don't want that balance counted as cash available for day-to-day operations; check this box to leave it out of the totals.

Current balance: The default. Shows balances as they're posted by your bank.

Available balance: Includes pending transactions, so you see the funds available right now.

For each account you've connected, click Edit and review its settings: give it a purpose-based name, confirm the account type, and adjust the advanced options or balance display if needed. A few minutes of setup makes your dashboard and transaction filters far easier to work with.