How to add accounts?
Follow these instructions to add multiple accounts in four easy steps:
- Select the 'Accounts' tab
- Click the + button at the top right of the screen
- Choose a provider to link:
- Select one of the providers listed in the icon menu or,
- Select 'See more banks' to search our list of providers
- You can scroll through the list or type into the search bar the first few letters and select your provider
- Click Continue to start Securely connecting your accounts:
- Choose your consent period
- Consent to the data you want to share – e.g. Account details, transaction details
- Review your data sharing information and click on ‘I Consent’
- You will then be required to connect with that provider and approve access
We will link your accounts within a few minutes. (Please note, the linking time will vary for each provider). You can then repeat the process for each bank or provider you would like to link and track.
Other helpful FAQs.
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