Moneylogz

In this tutorial we’ll walk you through the steps of creating your first Moneylogz Sync from any connected financial account into monday.com

If you haven’t yet connected a financial account to Moneylogz & monday.com, you may find these other resources helpful:

For readers that indeed are in the stage of creating their first financial Sync to Moneylogz & monday.com, let’s get to it.

Create your first Financial Sync

STEP 1 – On your chosen financial account, click on “Create a Sync” :

STEP 2 – Set your Sync’s settings and click on “Create Sync”:

STEP 3 – Your Sync is now created, once you refresh the page, the newly created board with your financial data will automatically show up:

You can always edit your Sync, or check its latest update date, by going to the Syncs tab in the Moneylogz Dashboard:

Next Steps

Now that Moneylogz is installed on your monday.com workspace, the next steps would be to launch it, connect your first financial account and create a data sync.

Here are some helpful resources to walk you through these steps:

• How to sync your finances to monday.com – the complete guide

Summary

We hope you found this tutorial useful.
For any questions or concerns, please contact Moneylogz customer support.