Accounts & Connections

Link banks, add manual accounts, import statements, and keep balances in sync.

• Import bank statements & M-Pesa

  Upload M-Pesa PDFs or bank statement files to import and categorise transactions automatically.

• Link a bank account

  Securely connect your bank so balances and transactions import automatically.

• Manual accounts & CSV import

  Track accounts that can't be linked and bring in history from a spreadsheet.

• Fix a broken or stale connection

  What to do when an account stops updating or asks you to re-authenticate.