Which accounts to add to an Armalytix report depends on the type of report you are producing:
Account Verification: Connect the account you want to verify
Transaction Download: This report provides the company that requested it a detailed list of all the transactions on the account(s) that you connect for the specified date range. You should connect all the accounts that the organisation (usually an accountant) needs to complete the tasks you've asked them to do
Proof of Funds: You'll usually need to prove a certain amount of money, so you will need to connect as many accounts as necessary to reach the required balance. If any accounts aren't available, this link will help.
Source of Funds: Firstly you'll need to connect your current account so that the company checking your Source of Funds can confirm regular income and expenditure. Then you'll usually need to prove a certain amount of money, so you will need to connect as many other accounts as necessary to reach the required balance. If any accounts aren't available, this link will help.
