How to connect your bank account

Connecting your bank lets abda automatically pull in your transactions and balances. This means you can see where your money goes without typing anything in by hand.

Before you start

You need to turn on two-factor authentication (2FA) in your account settings. This keeps your financial data extra safe. If you haven't set it up yet, go to Settings → Security → Two-Factor Authentication and follow the steps there first.

How to connect

1. Open the Finance section from the left sidebar
2. Go to the Accounts page
3. Click Connect Bank Account
4. A secure window from Plaid will pop up — Plaid is the service that safely connects to your bank
5. Search for your bank or pick it from the list
6. Sign in with the username and password you use for your bank's website or app
7. If your bank asks for a verification code, enter it
8. Choose which accounts you want to share (checking, savings, credit cards, etc.)
9. Click Continue to finish

That's it! Your transactions and balances will start showing up in abda within a few minutes.

Some banks open their own sign-in page

A few banks (like Chase, Capital One, and Wells Fargo) will send you to their own website to sign in. This is completely normal and safe. Once you sign in there, you'll be sent back to abda automatically.

What abda can and can't do

• Can: See your transactions, balances, and account names

• Can't: Move your money, make payments, or see your bank password

Your bank login info is never stored by abda. Plaid handles the connection, and all your data is protected with strong encryption.

If your bank asks you to sign in again

Sometimes your bank will ask you to re-verify your connection. When this happens, you'll see a yellow banner on your Accounts page. Just click Reconnect and sign in again — your data will keep flowing after that.

How to remove a bank connection

If you want to disconnect a bank account:

1. Go to Finance → Accounts
2. Find the bank you want to remove
3. Click Disconnect
4. Confirm that you want to remove it

Once removed, abda will stop pulling in new transactions from that bank. Your past transaction history will still be available.