Sync
How can I set up my accounts to automatically sync?
To setup an account for automatic sync, please follow these steps:
  • Click Add > Account.
  • Start typing in the name of your financial institution. Institutions supported for sync will be suggested. Please select the one that matches your bank name, then click "Add Account".
  • Enter the login information for your bank account and click "Sync".
All your accounts at one place
Let's Get Started