You have two options:
An automatic connection through Plaid, or a manual setup.
Option A — Connect via Plaid (Recommended)
Plaid provides a secure, automatic connection to your bank. Transactions will flow into your ledger
automatically once linked.
Navigate to the Dashboard and click Connect Accounts.
Select Connect to Plaid from the options presented.
Follow the Plaid prompts to securely log in to your bank and authorize the connection.
Confirm the connection. Your account will appear in the Accounts tab and transactions will begin syncing automatically.
Option B — Add an Account Manually
If your bank is not supported by Plaid or you prefer manual entry, you can add an account yourself. Transactions will not sync automatically — you will need to import them via CSV or enter them by hand.
Click Connect Accounts on the Dashboard.
Select Add Account Manually.
Enter the Account Name. This is how you will identify the account (e.g., "Chase Business" or "Operating Account").
Enter the Bank Name (e.g., "JPMorgan Chase" or "Truist").
Select the Account Type (Checking, Savings, Credit Card, etc.).
Click Add Bank Account. The account will now appear in your Accounts tab and in transaction import dropdowns.
Important
If you plan to import transactions manually, the associated bank account must be connected or added before you can upload transactions for it.