Financial Dashboard

While this service is running, it requests balances every 24 hours and retries temporary failures. Your phone can be closed. Bank outages or expired consent can delay updates.

Upcoming payments

Payment details use separately retrieved bank data and may lag balance updates. Missing amounts are shown as unknown.

Connect a bank

Start with one bank. Each new connection counts toward Plaid’s trial limit; removing it does not restore the trial allowance. Use Reconnect for an existing connection.

Connect only accounts you want this dashboard to access. Support varies by institution and account type. Linking uses Transactions, Investments or Liabilities according to your selection; paid plans may charge for these products.