Quick rule to choose the method
If you need a one-time cleanup, manual export is fine. If you plan to update weekly or daily, automatic sync wins. Example comparison: manual export (60–90 min/month, high error risk), CSV import (30–45 min/month, medium risk), automatic sync (5–10 min/month, low risk).
Minimum Transactions tab structure
Use consistent columns: date, description, amount, account, and category. A clean structure lets your cash-flow and budget tabs update without rework.
Connector checklist
Confirm: read-only access, support for your banks, clear mapping to the Transactions tab, and a simple revoke path. If any of those are unclear, pick a different connector.
Next step
Once the feed is stable, review cash flow weekly and decide one next action. That is where synced data actually turns into better decisions.