How do I connect my bank account?
The first step in receiving reimbursements is to connect your bank account in Abacus. Reimbursements will be deposited directly into this account.
To connect your bank, head to the Bank Account tab in your Settings page. You can automatically connect to your bank if you're linking to one of the following:
After selecting your bank, you'll be asked to log in using your online banking credentials. This is a secure process (the credentials used here are not stored anywhere on our servers and you'll only need to do this once).
Connecting your bank account manually using your account and routing number
If your bank is not in this list, or you'd prefer to connect manually, select "Connect to any US bank manually". You'll need your checkbook to find your bank account and routing numbers at the bottom of the check. You can also find this information in your online banking profile.
Enter your Routing Number, Account Number, and your name into the form.
Adding your bank account from the iPhone app:
Access your Account page by tapping the three bars in the top right corner of the app:
Tap 'Bank Account' and select your bank:
You will then be prompted to enter in the login credentials of your online bank account, which will automatically connect your bank to your Abacus account:
Connecting your bank account manually in the app:
If you would prefer to add your account manually, scroll to the bottom of the list of banks and select the option to 'connect your bank using your account and routing numbers':
On the next screen you'll be prompted to enter in this information:
You're all set! Your bank account is connected and you'll now be able to receive reimbursements for the expenses you submit.