How to Connect a Bank with Plaid
- On Dashboard, choose Connect bank (Plaid).
- Link supported institutions; transactions sync through the same dedup pipeline.
- Tokens stay server-side; never exposed in the browser.
Feature detail: Plaid Bank Sync · Help article
FAQ
Frequently asked questions
How to Connect a Bank with Plaid?
On Dashboard, choose Connect bank (Plaid). Link supported institutions; transactions sync through the same dedup pipeline. Tokens stay server-side; never exposed in the browser.
Try ClearMint Essentials free for 30 days
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.