Overview
Lumonic connects to your bank accounts to eliminate manually entering cash balances or uploading bank statements each month.
How secure is my data?
We partner with data aggregators (API’s) using bank-grade encryption to protect your data. We have read-only access and do not have access to your credentials. Learn more about Lumonic’s security policy here.
What do the different statuses mean in my bank account page?
There’re three statuses: Connected, Disconnected, and Archived.
Connected
The bank account is successfully linked and balances are updated automatically.
Disconnected
Sometimes we run into issues while connecting to financial institutions and your bank account becomes disconnected. When your bank account is disconnected, your bank balances might be out of date. To reconnect your account, click on
, select “Reconnect”, and follow the prompts to reconnect your account.
Archived
When bank accounts are no longer active or in use, you can archive them so they’re not displayed in your reporting package. You’ll see them in the bank accounts page for record purposes.
How do I connect my bank account directly?
Follow these steps to connect a bank account directly:
Navigate to Bank accounts
Click on “Add account”
Click on “Add integration”
Search for or select your banking institution and follow the prompts to connect your account
What should I do if I'm having trouble connecting an account from a listed banking institution?
Even if a banking institution is listed, the integration may occasionally fail. If you’ve attempted and failed to connect an account from a listed banking institution, try these tips:
Log in to your bank's website to ensure your credentials are working
Check your bank's website for any messages or alerts
If your login credentials use multi-factor authentication (MFA), try connecting with an account that does not require MFA
Disable any adblockers on your browser
Close the modal and try opening it again
If you are still running into issues, please contact us at support@lumonic.com
How do I connect my bank account manually?
Follow these steps to connect a bank account manually:
Navigate to Bank accounts
Click on “Add account”
Click on “Add manually”
Enter the details requested and click “Save”
What does it mean when my bank account's status column is empty?
An empty status column indicates that the bank account was added manually. This means you will need to enter balances manually when submitting your reporting. To receive real-time bank balances, click on, select “Connect,” and follow the prompts to connect your account.
