How do I choose which accounts to share?

A bank connection brings in only the accounts you share. You choose them when you connect, and you can change your mind any time without connecting the bank again.

While connecting

After you sign in to your bank through Plaid or Flinks, the window lists the accounts it found. Tick the ones you want in Finly Money. Any kind is fine: chequing, savings, credit cards, loans and lines of credit, or investment accounts.

Add or remove accounts later

1. 1

   Open Accounts

   Go to Accounts and find the bank under Bank connections.

2. 2

   Choose Choose accounts

   Open the bank's ⋯ menu and choose Choose accounts. The same button sits under the bank's accounts when you open its card. On a phone, tap the bar at the bottom of the card to show its accounts; the button there reads Choose which accounts to share.

3. 3

   Sign in and tick

   Sign in to your bank in the secure window. Tick the accounts to share, and untick any you want to stop sharing.

4. 4

   Check what changed

   You'll see a message such as Your TD accounts are updated. Accounts you added fill in as their history arrives, so there's no need to stay on the page.

If your bank opens a new account, its card says it has accounts you haven't added yet. Press Choose accounts to add it.

What happens to accounts you untick

They stop updating, but nothing is deleted. Their history stays in Finly Money under Manual accounts on the Accounts page, so your past spending and reports don't change.

When you finish, we list them, for example TD no longer shares 2 accounts with Finly Money, with a Remove… button beside each in case you don't want the history either. See How do I remove an account?

Changed your mind? Tick the account again in Choose accounts and it comes back, with its history.

Unticking or ignoring?