How to link existing (manual) accounts to your bank account?

Read the information below carefully to migrate existing accounts to Online:

Migrating your manual accounts to the online accounts just take two simple steps:

1. Connect your bank account by authenticating through Plaid.
   

2. Link the newly fetched accounts to your existing manual or disconnected accounts.
   
   

Detailed Steps (with screenshots) 

Screenshots are for reference only and contain sample data.

Step 1: Connect Your Bank (Fetch)

• Tap on the manual account to open the Account Details screen.
  

• Tap the Connect account to your bank button. 
  

• A Plaid pop-up will open. Tap Continue, then select Continue as guest.
  
  
  
  

• Search for your bank and follow the prompts to authenticate your account.
  

• After authentication, select all accounts you want to connect.
  
  
  
  

Step 2: Link Fetched Accounts to Existing Ones

• On the Accounts screen, newly fetched accounts will appear with a yellow icon.
  
  

• Tap each yellow-marked account to begin the linking process.
  

• Select the correct existing account (manual or disconnected) to complete the link.
  
  
  
  

• When prompted, choose a start date for syncing transactions.
   Tip: Use the day after the last transaction in the disconnected account to avoid duplicates. 

  

• Tap Continue. The account will now become active and display a green dot.