Banks through Plaid
Read-only activity from supported US and Canadian banks, checked against what you logged.
In testing with the pilot group before it opens to everyone.
Bank connections are provided by Plaid.
Koba🐒
- Koba: Ridgeback Fitness charged your Visa CA$39.00 twice on Sun, Sep 27. both are real charges on the card
- Koba: your membership is one charge a month, so one of them may be a billing mistake
- You: ugh. what do I do
- Koba: I wrote a note to their support with both charges. both stay in your budget until a refund shows up, and I’ll match it when it does
What it’s for
- Match charges to expenses you already logged
- Notice two identical charges and help you query them
- Recognise card payments as transfers
Connecting it
- Choose Bank in Connections.
- Find your bank in Plaid and sign in there.
- Select the accounts Koba may read.
First result. Recent transactions appear, matched to what you already logged.
What it can see, and who sees it.
- Access
- Read-only transactions for the accounts you select in one bank connection. Koba cannot move money.
- You need
- A supported institution in the US or Canada. Support and sign-in methods vary by bank.
- Who sees it
- Bank activity is private. Only expenses you choose to split reach a space.
- Switching it off
- Disconnect in Connections. New transactions stop at once.