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How do I connect my bank account or credit card to import expenses?
How do I connect my bank account or credit card to import expenses?

Step by step guide to connecting your bank account or credit card and importing expenses.

Updated over a week ago

Bonsai supports automatically importing expenses from US-based bank accounts or credit cards. To connect your account for automatic import:

1. Navigate to Bookkeeping > Expenses > Import Expenses

Alternatively, you can visit this URL and click "Connect Account"

2. Click "Continue" and allow the data sharing agreement from Plaid.

3. Search for your institution in the list, select it and enter your credentials (🔒 Your data is fully encrypted with our partner Plaid; Bonsai doesn't have access to it. More info)

4. Once your account is successfully synced

  • You will be prompted to select the type of account you've imported: Personal, Business or Personal & Business.

  • This will help our tax engine calculate the right deductions amounts if you have enabled the Tax Assistant.

Beyond that, you can use Bonsai to calculate your self-employment tax deductions or use our free self-employment tax calculator.

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