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 the Spend tab
👉 Tap the "Manage accounts" button
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 the Spend tab
👉 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" on the Spend tab
👉 Swipe left on the account you want to delete (boy, bye!)
🙌 This will delete the account and its data from the app
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" on the Spend tab
👉 Hit the toggle underneath the account you want to hide