How to install Moneylogz for monday.com
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 over 12000 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:
Summary
We hope you found this tutorial useful.
For any questions or concerns, please contact Moneylogz customer support.
Frequently Asked Questions
Is Moneylogz for monday.com free?
No. Moneylogz for monday.com is a subscription based software.
Moneylogz offers a 14 days free trial.
Will Moneylogz be able to access my bank account?
No. Your financial credentials cannot be accessed by our servers. For more information please read our complete security statement.
How can I trust Moneylogz?
Moneylogz is constantly audited by the monday.com’s app marketplace team.