Glass connects to all major Mexican bank accounts and credit cards to import transactions without any manual input.
01- Click the + Add Accounts button or select the Quick Add icon and then choose the Accounts button.
02- Find your institution. Click on the bank or institution you'd like to link. Don't see what you're looking for? Click here.
03- Enter your credentials. This allows us to connect to your bank pull your data into our system.
04- Link Additional Accounts: You can enter additional accounts while prior accounts are processing. When you are done adding accounts, click Done or X out of the screen.
05- Enable your account(s). When your institution has linked successfully, you will see a green checkmark next to it. Click on the account, and select the accounts you would like to enable. Accounts you deselect will remain inactive.