Add or disconnect a bank
Connect a new institution or remove access to an already connected bank, at any time.
You remain in control of your bank connections. Add new institutions or remove access whenever you wish.
Add a bank
Open bank management
On the web: Preferences then Bank. On iPhone: Accounts screen.
Choose Add a bank
Search for the new institution by name.
Give your consent
Validate access on your bank's interface, then select the accounts to track.
The number of connectable banks depends on your plan. Upgrade to a higher plan to connect more.
Disconnect a bank
Open the relevant bank
In bank management, select the institution to remove.
Choose Disconnect
Confirm the removal of access.
Synchronization stops immediately and consent is revoked. Already imported transactions remain visible but are no longer updated.