Connect your bank account to automatically import transactions and save hours of manual data entry.
How to connect
- Go to Settings → Bank Connections
- Click “Add Bank Account”
- Search for your bank or financial institution
- Log in with your banking credentials
- Select the account(s) you want to sync
Security
- We use bank-level 256-bit encryption
- We never store your banking credentials
- Connections are powered by Plaid, a trusted financial data platform
Syncing transactions
- Transactions are synced automatically every day
- You can manually trigger a sync at any time
- New transactions appear in your inbox for categorization