Import & sync
Connect a bank with Plaid
On the Dashboard choose Connect bank (Plaid). Synced transactions use the same dedup and categorization pipeline as file imports. Tokens stay server-side.
More: Knowledge Base · Documentation
On the Dashboard choose Connect bank (Plaid). Synced transactions use the same dedup and categorization pipeline as file imports. Tokens stay server-side.
More: Knowledge Base · Documentation
Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.
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