Link to My Bank

Linking your bank account allows ExpensePoint to automatically feed your transactions into the system, saving you from manual imports.

Plaid Integration

If you have not yet integrated your financial institution with ExpensePoint or are currently importing transactions manually, you can set up an integration through Plaid. 

Plaid acts as a secure bridge between financial institutions and third-party applications, enabling you to connect your bank accounts, credit cards, and other financial accounts to external apps or services like ExpensePoint. 

Steps to Link Your Bank Account

1. Open the My Transactions Module:
   From the bottom navigation menu, tap on the Expense tab, then select My Transactions.
   

2. Access the Link to My Bank Option:
   Tap the hamburger menu icon in the upper-right corner of the screen, then select Link to My Bank.
   

3. Start the Integration Process:
   The Link to My Bank screen will appear with two options to begin:

   1. Tap the Get Me Connected button in the centre of the screen, or

   2. Tap the Plus icon in the upper right menu,
      

4. Agree to Terms and Select Your Institution:
   You will be asked to agree to ExpensePoint receiving your personal account transactions, and by tapping on Continue, you will be able to choose your financial institution.
                   

5. Log In to Your Financial Account:
   Enter your credentials to log in and complete the account setup. You may be prompted to add a phone number for verification.