Connecting your first account
The step by step guide to securely link your bank to Noryo.
Connecting your bank is the step that unlocks the full power of Noryo: your balances, transactions, and subscriptions fill in automatically. The connection goes through open banking and stays read only. Here is how to do it in just a few minutes.
Have your usual online banking credentials ready. You will enter them on your bank's interface, never in Noryo.
Open the add an account flow
From Noryo, choose to connect a bank. On the web, it is in the area where you manage your accounts; on iOS, in the dedicated tab.
Search for your bank
Type the name of your institution and select it from the list. Compatibility is broad.
Confirm on your bank's interface
You are redirected to your bank to authenticate and give your consent. This is where you enter your credentials, securely.
Grant read only access
You authorize Noryo to read your accounts and transactions. No payment or transfer is possible.
Let the first synchronization run
Back in Noryo, your accounts appear and your transactions start loading.
The first import retrieves your history, so it can take a little longer. Subsequent updates are automatic, several times a day.
Joint, business, and multiple bank accounts
You can connect joint or business accounts just like a personal account. The number of connected banks depends on your plan: one with the Free plan, more with the higher plans. To add a bank, simply repeat the steps above.
If your accounts are in different currencies, Noryo handles multiple currencies and converts the display automatically for a consolidated view.
If you run into trouble
The connection does not finish or transactions do not appear?
If a page asks for your banking credentials outside your bank's official interface, do not enter them. Noryo never asks you for them directly.
To go further after connecting.