Connect your financial accounts

To make the most of Albert's budgeting features, link your accounts so our algorithm gets a full picture of your financial life.

Start with your primary checking account — the account where your paychecks and other income is deposited and from which you pay the bulk of your bills.

Once you've connected your bank account, you can add others, including credit cards, loans (e.g., student loans, car loans, personal loans, or mortgages), and investments (e.g., brokerage, retirement, or 529 plans). The more accounts you add, the more helpful Albert can be!

If your account is with a major bank, such as Chase or Bank of America, follow the below steps.

To add a new financial account to Albert

1. Go to the Overview tab (📊).
2. Tap the plus sign (+).
3. Select your financial institution or search for it by name if it’s not listed.
4. Enter your financial institution account credentials.

If your account is with a smaller institution, such as a regional bank or credit union that we don't currently support, add your account manually. Instructions for adding accounts manually are found here.