Connecting your financial accounts

Youʻve taken the plunge and now youʻre a part of the Keeper family. Itʻs time to set up your account so you can maximize all the benefits we offer. 

Getting your business cards connected to track your deductions is probably the most important step in setting up your account. We recommend connecting any accounts that business purchases come from. Connecting either your checking account or credit card with us is a straightforward process, and we readily accept both. 

When you log into the app, you will see an option to connect Checking Accounts and Credit Cards right from the Settings tab > Connected financial accounts > Connect another account. Just follow the prompts and youʻll have those accounts connected in no time. 

Have multiple accounts? No problem! You can connect as many cards or bank accounts in the app. The more cards you have linked, the more we can help you maximize your tax savings!

Once you have successfully linked your accounts, they will appear in Settings > Linked Accounts.

From this point, you have the option to select each account and designate its usage according to one of the following choices:

  • Used for work & personal expenses
  • Used only for work expenses
  • Used only for personal expenses
  • Remove this account

Selecting any of these options will affect how the status of transactions from each card appears in the app.

If you select “Used for work & personal expenses,” the app will identify which expenses are work-related (deductions) vs. which ones are personal (not deductible.) If there is ever an expense in question, it will be marked as “suggested” with a yellow light bulb outline, prompting you to correctly categorize it as a deduction or not.

If you select “Used only for work expenses,” these expenses will appear normally with a green checkmark to the left, indicating they are being tracked as deductions.

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If you select “Used only for personal expenses,” these expenses will still be tracked; however, they will appear dimmed or faded with an 'x' to the left, indicating they are personal expenses and not deductible.

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If you do not wish to see transactions from an account that is used only for personal expenses, you should remove the account from your linked accounts. You can do this by going to Settings > Linked Accounts > (click on the account you want to remove) > Remove this account.

Please note that If you wish to manually add expenses in the app, at least one card/account must be linked! If you do not wish to link your cards, we recommend connecting a PayPal account—an accessible and widely used option for most individuals and one that can be easily created!