Getting Started with Bank Connection

Bank connection has always been a feature that's included for EveryDollar Premium subscribers. It isn't available with the free version of EveryDollar.

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If you have EveryDollar Premium, you can securely connect your bank to automatically import transactions into your budget. If you're using the free version, you'll need to add transactions manually. This article explains how to manually create transactions: How to Manually Create and Track Transactions.

To Connect Your Bank on EveryDollar.com:

1. Sign in to your account from EveryDollar.com on a desktop or laptop.
2. Click the Accounts icon in the left menu bar.
3. Click Connect Account, then select Search For Your Institution with Plaid. 
4. 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.
5. 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).
6. Follow and answer any security prompts (i.e. one-time passcode, security question), if applicable.
7. Follow any other prompts to complete the connection process.

To Connect Your Bank Through EveryDollar Mobile:

1. Sign in through the mobile app.
2. Tap the Accounts icon at the bottom of the screen.
3. Tap Connect Account. 
4. Tap 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). 
5. Manually enter the same login information you normally use to sign in to your bank's website (don't use an autofill).
6. Follow and answer any security prompts (i.e. one-time passcode, security question), if applicable.
7. Follow any other prompts to complete the connection process.

Next Steps

Now that your bank is connected to EveryDollar, be sure to come back daily and track your transactions!