Return to Knowledgebase

How to connect your bank feed(s)

Securely connect to multiple different banks simultaneously and sync all your transaction data from each back account linked to the specific bank(s) you connect

Part 1

1. Navigate to your profile, Menu > myProfile

2. Tap/Click "Manage Connected Banks"

Part 2

1. Tap/Click "Add Bank"

2. Select your bank

3. Enter your credentials then, Tap/Click "Connect"

4. Once connected - it may take 24 hours for your transactions to sync the first time

Part 3

Repeat the above steps to connect multiple banks

Return to Knowledgebase

Article last updated: 07/04/2021

Free 28 day Trial

Signup today and start your journey with us

Personal Access Business Access View Demo

Available anywhere!

Google Play Web Browser

  • Connected Banks
  • Connected Banks2
  • Dashboard
  • Income Tracking
  • Income Sources
  • Expense Tracking
  • Debt Manager
  • Savings Goals
  • Tax Deduction Manager
  • Tax Deductions
  • Income Categories
  • Expense Categories

Please try again