Connecting a bank brings in its accounts, balances and transactions, then keeps them up to date on its own. The link is read-only, and you can disconnect any time.
Connect a bank
Open Accounts
Go to Accounts and choose Add (on a phone, the round + button at the top), then Connect a bank. You can also use Connect a bank beside the Bank connections heading. If you haven't added anything yet, Connect a bank is right on the page.
Pick your bank
Choose your bank from the list, or type its name in Search your bank or card. Search knows the names people use, like Royal Bank or amex. Not listed? Choose Search all institutions.
Sign in through Plaid or Flinks
A secure window opens for your bank. Sign in with your online banking details there. Keep your phone handy in case your bank sends a security code or asks you to approve the sign-in in its app.
Tick the accounts to share
When the window lists your accounts, tick the ones you want in Finly Money: chequing, savings, cards, loans or investments. You can change this later.
Let the import run
We bring in recent activity first, categorized, then reach back through your history. You can move on any time: the import keeps going in the background and we'll let you know when it's in.
When it's done, you'll see a message such as TD is connected, with how many accounts and transactions came in and how far back they go. Choose See your transactions to look through them, or Connect another bank.
Before the sign-in opens
Sometimes we check with you first:
- The bank is already connected. We say so and point you to Sync or Reconnect on Accounts instead. Accounts you already have are never added twice.
- There's a known problem at the bank. If Plaid or Flinks reports trouble reaching it, we tell you before you try, with the choice to upload statements or try anyway.
- Your plan's bank limit is reached. We show this instead of the bank list. See How many banks can I connect?
If signing in doesn't work
If the sign-in fails on the bank's or the service's side, we may offer the other service, for example Try through Plaid. If there's no other service for your bank, or it fails too, we suggest uploading statements instead: they bring in the same transactions, and nothing is added twice when the connection works later.
Some banks sign in through a pop-up window. If your browser blocks it, allow pop-ups for Finly Money and try again. More help: My bank connection stopped working.