Connect your bank and cards
Link a bank or credit card account so its transactions come in on their own, and choose how far back to bring them.
Connect an account
- Go to Settings, then Banks & accounts, and choose Add Account. (On a computer, the dashboard also has a Connect Bank Account button.)
- Choose Connect a bank.
- Choose how much history to bring in (see below).
- Find your bank and sign in to it. The sign-in is handled by Plaid, a bank-connection service; CORE Books AI never sees your bank password.
- Pick the accounts to connect. Their transactions start coming in.
Before connecting, CORE Books AI may ask you to confirm it is you. Any plan can connect banks.
How far back it goes
Before your bank opens, you choose how much history to bring in: Just this month, Year to date, Since last January (recommended), Two years, or Custom.
- On every plan
- Up to two years: this year and all of last year.
- During a free trial
- Up to two years comes in, but on an Auto-Pilot or Co-Pilot trial you see last month and this month until your plan starts. Then Cash categorizes the rest.
How new transactions arrive
Your bank tells CORE Books AI when new transactions post, and they come in on their own. To check right away, use Sync Bank in the Add menu on Activity, or Sync Now on the dashboard on a computer.
If your bank removes a transaction (a pending charge that changes, for example), it is removed here too.
On your phone
The iPhone app shows your accounts and balances. Connecting, adding and changing accounts is done on the web.