03 - Setting up Plaid Service

Once you have configured a bank, you can connect it to the Plaid service to sync transactions automatically. Here's how:

1. Go to Bank Connect.

2. Select the Bank you want to link.

3. Click the Connect button at the top of the selected bank’s details page.

4. A secure Plaid window will open.

5. Search and select your Bank from the list.

6. Log in using your online banking credentials.

7. Authorize access to link your account(s).

After a successful connection, your bank account will be linked, and you can start syncing transactions using the Sync Transactions option.

Note: Only banks supported by Plaid can be linked through this method.