How to link an account

Step 1:

Click on Link account or the (+) icon on the sidebar, then accept the Terms & Conditions.

Step 2:

Select the account type: Assets and Liabilities or Income.

Step 3:

Type the name or URL of your financial institution in the search bar, or select from the financial institutions listed.

Step 4:

You will be prompted to securely sign in to your financial institution using your username and password.

Once your username and password have been verified, your newly linked account will appear on your dashboard.

Note: We can only automatically track accounts that you already have online access to. This means you need to have the username and password for your financial institution before we can track it for you. Once you have this information you can proceed to add your financial institutions.

How to add an account manually

Step 1:

Click on Link account or the (+) icon on the sidebar and then read and accept the Terms & Conditions.

Step 2:

When prompted to select an account type, choose manually link an account.

Step 3:

Provide the requested information and click Done.

Note: You can manually add an account that you do not want to link or that you do not have online access to. Since the value of the account cannot be automatically updated on your dashboard, you should manually update the value on a regular basis to have the most current view