While we strive to support all financial institutions operating in the U.S., there are some—particularly smaller, regional banks and credit unions—that are not yet integrated with our account aggregation partner Plaid.
To add your financial institution account:
- Navigate to the Budget (📊) tab.
- Then tap + at the top of the screen.
- Search for your bank by name or website address.
If your bank does not appear on the list, you may add your account manually once you’ve linked at least one other financial institution account through the above-described process.
To do so, repeat the above steps to add your other financial institution account. You may then manually add your account from the unsupported financial institution.