Accounts and connections
Add banks, assets and debts; review sync status and resolve connection issues.
How do I add another institution?Add another connection from Accounts and choose the institution you want to include.What types of manual accounts can I create?Choose a type that helps Rank treat the balance correctly as an asset or a debt.What should I do if Rank asks me to reconnect my bank?Renew authorization when a connection needs attention or has stopped updating.What do the sync statuses mean?Tell the difference between an updated account, an update in progress and a connection that needs attention.How do I review an account's details?Open an account to see its summary, transactions and available information.How do I import transactions from a CSV file?Upload a file, review the preview and skip rows that do not have a valid format.What happens if I delete a financial account?Before confirming, understand what information will disappear and why it cannot be recovered.