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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

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Article last updated: 07/04/2021

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


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