Tag
Bank
- Connect a US bank or cardAsk your AI for a bank link, finish the connection in your browser through Plaid, and your US bank or card accounts start syncing on their own.
- Connect a bank from your phoneOn a phone, the bank link sends your browser straight to Plaid's own page, then brings you back to Pennyweight to pull in your transactions.
- Disconnect a bank vs delete an accountDisconnect a bank to stop syncing and keep its history, or delete its accounts to erase them and their transactions. Both happen in Settings.
- Import a CSV exportTurn a CSV from your bank or another app into transactions in one account. Your AI reads the file, shows a preview, and saves on your yes.
- Can't connect your bankThe Connect your bank page stopped you, or the link from your AI seems dead. Here is what each message means and how to get the connection through.