Choosing which accounts to track
When you connect a bank, you decide which accounts to share. Here is how to choose wisely and adjust your selection later.
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.
For a realistic overview, share all the accounts that take part in your everyday financial life, not just the main account.
Selecting your accounts when connecting
Start adding a bank
Search for your institution by name, then start the connection.
Authenticate with your bank
Validation happens on your bank's interface, just as you usually do.
Tick the accounts to share
Your bank shows the available accounts: select the ones Noryo should track.
Confirm consent
Confirm your choice. Only the ticked accounts will be accessible to Noryo.
Depending on the bank, you select accounts one by one or authorise all of them. Noryo only retrieves what you have authorised.
Which accounts to include or not
| Account type | Include? |
|---|---|
| Main current account | |
| Savings account you follow closely | |
| Household joint account | |
| Business account mixed with daily life | |
| Old, inactive and empty account | — |
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.
If you untick an account, Noryo stops tracking it. The data already imported belongs to you and can be deleted at any time.
An account does not appear in Noryo?
Once your accounts are chosen, you can connect other institutions to bring your whole financial life together in one place.
Bring everything together in a single view.