Linking Your Accounts

Glass connects to all major Mexican bank accounts and credit cards to import transactions without any manual input.

 

LINK ACCOUNTS 

01- Click the + Add Accounts button or select the Quick Add icon and then choose the Accounts button.

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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

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03- Enter your credentials.  This allows us to connect to your bank pull your data into our system.  

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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.  

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