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Bank sync

Connect your bank with Plaid.

Link a bank account to pull real transactions into your budgets. Your credentials stay with your bank - Plaid only hands us a secure token, and our server never exposes its secret.

Bank status
Not linked
Link a bank to sync
Synced transactions
0
From the latest sync
Accounts
0
Found by Plaid

Link a bank

Open Plaid Link, pick a bank, and sign in. When you finish, we exchange a one-time token for a secure connection and store it only on this device.

Sync transactions

Synced data

No data yet. Connect a bank to get started.

Demo note: in sandbox mode, Plaid returns sample bank data. No real account is ever touched, and the connection token is stored only on this device.