Choosing which accounts to track

When you connect a bank, it often offers several accounts: current account, savings, sometimes a joint or business account. You stay in control of what you share with Noryo. This guide helps you choose a relevant selection and adjust it later.

Why your account selection matters

The accounts you share feed all of your analyses: net balance, spending, budgets, subscription detection. A well thought out selection gives a faithful financial picture, without unnecessary noise.

Selecting your accounts when connecting

1. Start adding a bank

   Search for your institution by name, then start the connection.

2. Authenticate with your bank

   Validation happens on your bank's interface, just as you usually do.

3. Tick the accounts to share

   Your bank shows the available accounts: select the ones Noryo should track.

4. Confirm consent

   Confirm your choice. Only the ticked accounts will be accessible to Noryo.

Which accounts to include or not

Changing your selection later

Your choice is not final. To add or remove accounts from an already connected bank, simply restart the connection for that institution and adjust the shared accounts during validation.

Once your accounts are chosen, you can connect other institutions to bring your whole financial life together in one place.

Managing several banksBring everything together in a single view.