To keep your money data up-to-date, it’s important that you have the right bank accounts linked in the app. 🏦
Where can I find my linked bank accounts?
You can add, delete, or hide your accounts on the accounts page:
Go to Spend
Tap Manage accounts
FYI: You can also type "reconnect" in chat to get a button straight to your accounts. 🚀
How do I add a bank account?
Go to Spend
Tap Add account
This will launch Plaid, a third-party provider that links your bank and keeps your data safe 🔒
FYI: You can also add an account from the accounts page by tapping Connect another bank.
How do I delete a bank account?
Tap Manage accounts in Spend
Swipe left on the account you want to delete (boy, bye!)
This will delete the account and its data
How do I hide a bank account?
Don’t want to delete your account but want to stop seeing data from it for a while?
Tap Manage accounts in Spend
Hit the switch underneath the account you want to hide