Skip to main content

Add a bank connection with Plaid or a bank file upload

Choose how bank data comes in when you add a bank connection: connect through Plaid or upload a bank file.

L
Written by Lyndsey Bunting

Adding a new bank connection no longer sends you straight into Plaid. You now choose how the data comes in.

How to add a bank connection

  1. Go to Settings > Integrations > Bank Accounts

    1. You can also get there by going to Dashboard scrolling down to the Connectors Section.

    2. Click the plus button next to Banks on the Connectors page, then click Add New Bank Connection.

  2. Select Connect your bank to link the account through Plaid.

  3. Or select Upload a bank file to add transactions manually, with no Plaid connection required.

Did this answer your question?