Update your bank balance

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Audience: Accounting Manager 

Summary: This article reviews how to connect your bank account to MineralTree in order to see your current bank cash balance in the MineralTree dashboard.

How to sync your bank account with MineralTree

To synchronize your account with MineralTree please follow these steps:

  1. On the dashboard page, click the blue refresh button under BANK CASH.

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  1. Accept the Terms and Conditions and then click “Add New Accounts.”

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  1. Search for your Bank and select the correct one from the results listed.

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4. Enter your credentials to establish a connection with your bank.

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