Synced Financial Accounts are connected directly to your bank. Balances, transactions and holdings details are updated automatically. During the initial setup of your account, or from the Menu tab, you will have the opportunity to link your account.

Types of accounts to add include:

  • Cash Accounts

    • Checking

    • Savings

    • Money market

  • Investment Accounts

    • Brokerages

    • Retirement

    • Cryptocurrency

  • Debt Accounts

    • Credit cards

    • Mortgages

    • Student loans

    • Auto loans

    • Personal loans

To add synced financial accounts after setup, go to Menu tab > Connections > Add Synced.

If you're having trouble syncing an account, please contact us.

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