Connect your bank account
Pull transactions in automatically with a secure open-banking connection.
Connecting your bank account lets you import transactions automatically without manual entry or CSV uploads. Your data stays secure—the connection is read-only and never stores your login credentials.
Open Banking in the sidebar.
Open Banking is where you manage all your connected financial institutions.
Click Connect bank.
Pick your bank and account type. The connection is read-only and re-authenticates every 90 days.
The read-only connection means the app can only view your transactions, never move money or make changes.
Click Connect securely, then approve the request in your banking app. 90 days of history imports right away.
Once approved, 90 days of transaction history syncs immediately so you have context right away.
What's next
With your bank account connected, your transactions now flow in automatically. Set up transaction rules or categories to organize them the way you work.