How do I connect my bank?

Updated 1 year ago by Portify

Firstly, please check if we currently work with your connected bank here. We are constantly adding new banks so do check this list regularly.

If your bank is listed, check to make sure all the fields on the bank connection login page are accurate. If you are sure all the fields are accurate, please send us a message and we will look into why your bank might be failing and get back to you with an appropriate solution.

In the meantime, you can manually add individual transactions like your income and expenses by clicking the blue plus sign in ‘Cashflow’.

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