Managing several banks
Bringing all your accounts from several institutions into a single view: how many banks per plan, how Noryo aggregates everything, and how to find your way around.
One of Noryo's key benefits is bringing together, in one place, accounts spread across several institutions. Instead of juggling several banking apps, you get an overview of your money. This page explains how many banks you can connect, how Noryo brings them together, and how to keep a clear view.
How many banks depending on your plan
The number of connectable banks depends on your subscription. You can add them over time, within the limit of your plan.
| Plan | Connectable banks |
|---|---|
| Free | 1 |
| Premium | 2 |
| Ultra | 5 |
A single bank connection can bring through several accounts (for example a current account and a savings account). The quota is based on the number of banks, not the number of accounts.
A single view, all accounts combined
Once your banks are connected, Noryo automatically aggregates their accounts. Your dashboard adds up the balances to give you a global net balance, and your transactions appear in a common list, whatever the originating institution.
- The net balance consolidates all your connected accounts.
- Cash flow and spending breakdown cover all your banks.
- Recurring subscriptions are detected even if they are paid from different banks.
With several banks connected, Noryo can spot the same subscription paid twice on two different accounts, an easy saving to recover.
Finding your way between banks
The more accounts you connect, the more useful filters become for isolating what matters to you.
Open your transactions
The list brings together all the activity from all your banks.
Filter by bank or account
Isolate a specific institution to check a balance or an expense.
Combine with the period
Cross the bank filter with a date range for a targeted analysis.
⌘ + KOn the web, opens the command palette to quickly find an account, a bank, or a transaction.
Adding, removing or reconnecting a bank
Managing your connected banks is done from the app: adding a new institution, disconnecting a bank you no longer wish to track, or reconnecting when the consent has expired.
If you have reached the number of banks allowed by your plan, disconnect one to add another, or move to a higher plan from the Subscription screen.
To connect a new institution, follow the step by step guide.
Link an extra institution in a few steps.