Automatic expense importing, also known as bank import, is made possible through our third party connectors Plaid, Salt Edge and Yodlee, which support most major bank and credit card accounts worldwide. These transactions are imported into your account through a mix of data sharing methods like Open Banking and data extraction depending on the financial institution.
Investments, Line of Credit and Loan bank accounts are not supported with Bank Connections and Bank Reconciliation.
Investments, Line of Credit and Loan bank accounts are not supported with Bank Connections and Bank Reconciliation.
Ensure that the appropriate country is selected in your Basic Information settings, and use the below chart to determine which bank connection partner supports your country. Then click on the relevant link(s) to get started with bank connections.
| Plaid | Salt Edge | Yodlee |
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Supports:
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Supports:
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Supports:
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Bank Connections will display a Connect My Bank button with Bank connections are powered by Plaid underneath:  Connecting to a bank will look like this:  | Bank Connections will display a Connect My Bank button with Bank connections are powered by Salt Edge underneath:  Connecting to a bank will look like this:  | Bank Connections will display the top 12 banks in your country with a Find your bank link: Connecting to a bank will look like this:  |
