Connecting bank accounts is a feature available with EveryDollar Premium. Follow the steps below to connect your bank accounts on the computer version of EveryDollar at EveryDollar.com:
- Sign in to your account from EveryDollar.com on a computer or laptop.
- Click the Accounts icon in the left menu bar.
- On the Connect Institution page, click Connect Account, then select Search For Your Institution with Plaid.
- Follow the prompts to search for your bank by name or website (i.e. First Bank or firstbank.com). If you already have another bank account added, click Connect Account to search for a different bank.
- Manually enter the same credentials you use to sign in to your bank's website (we advise against using a username/password auto-fill service to ensure accurate entry).
- Follow and answer any security prompts (i.e. one-time passcode, security question), if applicable.
- Follow any other prompts to complete the connection process.
Now that you're connected, you’ll see a list of all of the accounts you have open at this bank (checking, savings, money market account, credit cards, etc.).
If you have any trouble connecting via our connection provider, Plaid, try Mastercard Connect. The Mastercard Connect option is found at the bottom of the Connect Institution page.
Removing Individual Sub-Accounts
If you don't want EveryDollar to connect to one or more of the accounts, click the arrow beside the account you wish to remove for more options.
Some larger banks require that all accounts remain connected to sync transactions. For these banks, you can instead turn off transaction streaming instead of removing them.
Note: Due to security restrictions, it is not possible to connect bank accounts via routing and account numbers.
Right now, connected bank accounts can't be linked directly to a Goal, Debt, or individual budget items. With the EveryDollar app, you can use the Account Balancer to assign your Funds to a specific linked bank account.
Having Trouble?
If you have any trouble adding your bank, please review this article regarding common bank connection errors.