Link Your Bank Accounts

You can link your bank and credit accounts via the menu item Add-ons > BudgetSheet > Link New Bank Account

This will popup a modal dialog for you to connect your bank account(s).

Link New Bank Account dialog

Bank accounts are connected with and managed by Plaid. BudgetSheet does not handle or store any sensitive banking credentials.

After at least one bank account is linked, you can import bank transactions.

BudgetSheet is a project by Vance Lucas of Actridge, LLC.

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