How Can I Import Expenses From My Bank Account?

Automatic expense importing 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. 

Ensure that the appropriate Country is selected in your Business settings, and use the below chart to determine which Bank Connection partner supports your country. Then click on their link(s) to get started with bank import.

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:  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:
Set Up a Bank Connection with Plaid	Set Up a Bank Connection with Salt Edge	Set Up a Bank Connection with Yodlee Troubleshoot your Bank Connections with Yodlee