Add manual transactions to your banking products.

If you need to add transactions to any of your bank products, especially those added manually, follow the steps below.

To manually add transactions, please follow the steps below:

1. Access your Embat account through the following link.
2. Enter your credentials: email and password.
3. Click on Banks and then Banking Connections located in the sidebar menu or use the following link.
4. Locate the product to which you wish to add transactions. Please note that it must be a transactional product (checking account, line of credit, or credit card). If the product is deactivated, select the option "Show deactivated products."
5. Hover over the product and move to the right side of the row containing the product and select Add Manual Transactions. 
   
   
                                       
6. On the following screen, please include the bank transactions you wish to add. You may copy from your bank statement in Excel and paste them into Embat, or you can enter them manually.
   
   
   
   
7. It is crucial that when adding transactions, you include all transactions corresponding to the dates you are updating for complete days. Do not omit any transactions, as failing to do so may result in the deletion of initially loaded transactions that pertain to the same date when added later.
8. It will be necessary to validate the transactions before confirming their addition.
   
   
   
   
9. Once you have added the transactions, a message will appear at the top of the screen indicating how many transactions have been added, to which bank, and to which product.

If you have any further questions, please contact the Customer Experience team or submit a request via this link.