Back
Categories
Back

    Categories

      View All

      How do I set up a Bank Connection with Plaid?

      Plaid, one of our third party connectors, can help you get your expenses automatically imported from your bank accounts, credit cards, and PayPal accounts. 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.
       

      The below steps are for specific users in certain supported countries. If you’re not sure which bank connection partner to use, look for your supported country here.

       

       

      Add a Bank

      1. Before beginning, ensure you’re using the correct steps by confirming which partner supports connections for your country here
      2. Click on the gear icon in the top left corner
      3. Click on Bank Connections
      4. Click on the Connect My Bank button
      5. Read the Before You Connect pop-up about selecting the accounts to start importing transactions, then click Let’s Go to continue
        Before you connect message specifying to select accounts.
      6. A pop-up will appear letting you know about Plaid linking to your bank, click Continue to confirm
        Details about Plaid connection in pop-up.
      7. Select your bank or type in your bank’s name in the search bar
      8. Make sure the result matches the URL you normally log into your bank with online, and click on the result
      9. Enter your bank’s login credentials and click on Submit
        RBC bank account with login credentials fields to enter.
      10. Plaid will send your credentials to the bank and authorize with their servers, this can take a few minutes
      11. Verify your identity if prompted to by answering any security questions - click on the Next or the Answer button as needed
      12. Once all verification is complete, Plaid will send this over to your bank, this can take a few minutes
      13. Next, scroll and select the account(s) you want to import transactions from
      14. Click Continue
      15. 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
        Dropdown for date ranges to bring in expenses from.
      16. 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

      Advanced search box with uncategorized expenses selected as an expense category to filter results by.

      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 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:

      1. Click on the gear icon in the top left corner
      2. Click on Bank Connections
      3. Click on the bank itself to show the connected accounts
      4. Next to the account you want to remove, click on the Disconnect link.Disconnect link next to bank account.

      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.

      Support Categories