Bank connections
Connect a bank read-only through Plaid, and new transactions and balances come in by themselves.
Every Bank connections feature
Only the accounts you pick are brought in; the same account is never added twice on reconnecting.
- Pick accounts in Plaid's window.
Not in the demo. Needs an account: the demo has none.
Your bank tells Alluvium when there's something new, and it comes in on its own.
- Nothing to do.
Not in the demo. Needs an account: the demo has none.
Link a bank through Plaid, read-only; Plaid is asked only when you tap Connect.
- Tap Connect a bank.
- Signed out, it asks you to sign in first.
Not in the demo. Needs an account: the demo has none.
Disconnect a bank: it loses access, and every account and transaction stays in your ledger.
- Open the connection and tap Disconnect bank, then confirm.
Not in the demo. Needs an account: the demo has none.
If your connections can't be read, it says so with Try again, never "no banks".
- Tap Try again.
Not in the demo. Needs an account: the demo has none.
When a bank needs you to sign in again, it says so here, in Needs a look and in Alerts, until you reconnect.
- Tap Reconnect.
Not in the demo. Needs an account: the demo has none.
Each connection shows its logo, name and one status line, like "Synced 43 min ago · 5 accounts".
- Tap the row for its accounts.
Not in the demo. Needs an account: the demo has none.
Bring in the latest from a bank right away.
- Tap the round Sync on its row.
Not in the demo. Needs an account: the demo has none.