Moneylogz

In this tutorial, we’ll walk you through the steps of installing Moneylogz for monday.com

• Vetted by monday.com
• Takes up to 5 minutes to set up
• No coding or technical skills needed
• Easily track hundreds of financial accounts

Moneylogz supports data syncs from 12,000+ financial institution in North America, like Chase Bank, American Express, and many others.

Let’s get started.

Installing Moneylogz on monday.com

STEP 1 – Head to monday.com’s app marketplace and look for the Moneylogz app:

STEP 2 – Click on the listing, and then “Add to your account”:

STEP 3 – Approve the app’s permission requests by clicking “Install”:

And that’s it. Moneylogz is now available on your monday.com workspace.

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.