All Collections
Banks & Integrations
Banks & Credit Cards
I got a new card/account. How do I add it?
I got a new card/account. How do I add it?
Updated over a week ago

When you get a new card or open a new account for a bank that’s already linked and the new accounts are under the same credentials as your existing account, you can go through the relink process to connect that account. Note that you cannot link multiple logins at the same financial institution.

You should not completely unlink your bank as this may cause duplicates if fully unlinked, then added again.

To Manage Which Accounts From a Particular Bank are Linked

  1. In the mobile app, tap the 3 dots icon in the top left corner or on the web app, click on the gear icon in the top right corner

  2. Select ‘Banks & Integrations’

  3. Click ‘+Add Account’

  4. In the top section labeled ‘Already Linked Banks and Integrations,’ click ‘Relink’ next your bank

  5. If prompted, follow the prompts to enter your credentials

  6. Select the accounts you want linked

After doing so, the accounts you’ve selected will appear, and you’ll be able to toggle on the switch next to it to link it (toggle ON so it’s green).

Did this answer your question?