Connect a bank

Connect a bank to bring in its balances and transactions without entering them by hand. You need a plan that includes bank sync. See Bank connections and your plan.

Steps

1. Select Linked banks in the sidebar (on a phone, select More, then Linked banks).
2. Select Connect a bank. If you already have a bank connected, the button reads Connect a new bank.
3. If the Connect your financial institution dialog opens, choose Smart Match. It searches for your bank and picks the best way to connect.
4. In the secure connection window, search for your bank and sign in. Enter your bank sign-in details only in this window.
5. Wait while Good Steward loads your accounts. The page shows "Loading your accounts…".
6. In Choose accounts to import, choose the accounts to bring in, then select the button at the bottom, such as Import 2 accounts. See Choose which bank accounts to bring in.

Good Steward adds the accounts, then brings in their balances and transactions one account at a time. For an account set to Balance only, it brings in the balance and no transactions. See Transactions or Balance only for a bank account. Older transactions can keep arriving for several hours or days. See How bank sync works.

Connect from the Accounts page

1. Select Accounts in the sidebar (on a phone, select More, then Accounts).
2. On a smaller screen or a phone, select the Bank sync tab at the right edge of the screen.
3. In the Connect a bank card, select Connect a bank.
4. Continue with step 3 above.

If the connection does not finish