How to choose which bank accounts to sync?

Most users of Tailwind choose to sync their forecasts with their bank accounts as this unlocks quite a bit of automation magic. In simple terms, your forecast updates itself every time you log in. This blog article explains it in more detail.

But maybe your company has two bank accounts with your bank and you only want to sync one of them with your forecast?

We’ve enabled a new feature that makes it possible. If your company has more than one bank account and you renew a current connection or set up a new one, you will be asked to choose which ones to sync. All accounts will be marked as “off” by default. Just turn “on” the ones you wish to sync with.

This feature works if your bank supports the account selection option. If they don’t, you may want to politely ask them to start supporting it. Or let us know and we will get in touch with them!