Overview
In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.
In this article, we'll explain how to find the relevant report we need from your Synchrony bank account and upload them into Finaloop.
How to export a bank statement from your Synchrony account
As part of our onboarding and year end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are 100% accurate.
What you'll need
Your Synchrony account login credentials (Username & Password)
Steps
Log in to your Synchrony account using your username and password.
Click on Statements.
When the popup appears, scroll down to find the relevant statement for your mission, and select Statement to download your statement file to your device.
Head over to your mission in Finaloop, and upload your bank statement pdf.