Plaid, one of our third party connectors, can help you get your expenses automatically imported from your bank accounts, credit cards, and PayPal accounts (Crypto, Investment, Loan and Line of Credit accounts will not be imported). 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.
All accounts you set up will appear in the Bank Connections section, and any newly imported expenses (up to 90 days of activity) will appear in the Expenses section for you.
Before beginning, ensure you’re using the correct steps by confirming which partner supports connections for your country here
Click on the gear icon in the top left corner
Click on Bank Connections
Click on the Connect My Bank button
Read the Before You Connect pop-up about selecting the accounts to start importing transactions, then click Let’s Go to continue
A pop-up will appear letting you know about Plaid linking to your bank, click Continue to confirm
Select your bank or type in your bank’s name in the search bar
Make sure the result matches the URL you normally log into your bank with online, and click on the result
Enter your bank’s login credentials and click on Submit
Plaid will send your credentials to the bank and authorize with their servers, this can take a few minutes
Verify your identity if prompted to by answering any security questions - click on the Next or the Answer button as needed
Once all verification is complete, Plaid will send this over to your bank, this can take a few minutes
Next, scroll and select the account(s) you want to import transactions from
Click Continue
A pop-up will ask you to how far back to import Expenses from - choose between Today, 7 Days ago, 30 Days ago, 90 Days ago, or Custom
Then click on Done.
Your account(s) will now be connected, and take up to 30 minutes to initially import new transactions (up to 90 days of activity) into your Expenses section. The connection(s) will refresh every 4 hours or so for new expenses.
To look for Expenses that have not been assigned a Category, click on the Advanced Search button and choose Uncategorized Expenses in the Category field, and click Apply.
We recommend checking your Bank Connections on a regular basis to ensure your Expenses are consistently importing with no errors or actions required by you.
FAQs
How do I troubleshoot my Bank Connection to bring in missing or new expenses?
Click on the gear icon in the top left corner
Then click on Bank Connections
Under the Bank Account that's experiencing an issue, click on the Reconnect link. Stay on the page or leave it open and come back later to see the results of the new Reconnection attempt.
How do I disconnect my bank?
Note that disconnecting a bank will not remove expenses that have already been imported in for that account. To disconnect, follow these steps:
Click on the gear icon in the top left corner
Then click on Bank Connections
Click on the bank itself to show the connected accounts
Next to the account you want to remove, click on the Disconnect link.
If you're trying to re-add this bank, there is a chance of duplicate Expenses being imported in again upon connection. We recommend checking your Expenses section afterwards to delete any duplicates that appear.
Can I use Bank Connections to add other logins to other accounts from the same bank?
Currently Plaid can only store one set of login credentials for one financial institution at a time. If you have multiple logins with the same financial institution, Plaid will only be able to connect to one of your logins.
