How can I import expenses from my bank account?

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. 
 
Bank Connections can pull up to a maximum of 90 - 365 days of activity, if you're looking to import older transactions, review How do I import expenses from a file? instead.
 
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 select the relevant link(s) to get started with bank connections.
Plaid Salt Edge Yodlee
Supports: 
  • Canada
  • United Kingdom
Supports:
  • Austria
  • Belgium
  • Bulgaria
  • Croatia
  • Cyprus
  • Czech Republic
  • Denmark
  • Estonia
  • France
  • Finland
  • Germany
  • Greece
  • Hungary
  • Iceland
  • Ireland
  • Italy
  • Latvia
  • Liechtenstein
  • Luxembourg
  • Malta
  • Netherlands 
  • Norway
  • Poland
  • Portugal
  • Romania
  • Slovak
  • Spain
  • Slovakia
  • Slovenia
  • Sweden
Supports:
  • United States
  • Everywhere else depending on Yodlee's coverage (not already covered by Plaid or Salt Edge)
Bank Connections will display a Connect My Bank button with Bank connections are powered by Plaid underneath: 

Bank Connection screen showing information on how to connect to Plaid with a connect my bank button.


Connecting to a bank will look like this:

Preview of bank connection via Plaid.
Bank Connections will display a Connect My Bank button with Bank connections are powered by Salt Edge underneath: 

Bank Connection screen showing information on how to connect to SaltEdge with a connect my bank button.


Connecting to a bank will look like this:

Preview of bank connection via Salt Edge.
Bank Connections will display the top 12 banks in your country with a Find your bank link:

Bank Connection screen showing top 12 banks and find my bank link.


Connecting to a bank will look like this:

Preview of bank connection via Yodlee.