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 switch underneath the account you want to hide