Bank connections
Connect a bank in the United States or Canada, see what it imports, and fix or end a connection.
- Connect a bank accountLink a US or Canadian bank from Settings, sign in on your bank's own screen through Plaid, and choose which accounts Tavala imports. Needs an account and Plus.
- What a connected bank importsA connected bank brings in transactions and balances for the accounts you chose. See how imported entries look, what you can edit and how pending ones settle.
- Fix a bank connection that needs attentionWhen a bank card says Reconnect, Renew, Try again or Choose, tap its button. Reconnect within 30 days or Tavala removes the connection and keeps your entries.
- Disconnect a bankDisconnect a bank from Connected accounts. Importing stops at once, and you choose whether the imported transactions stay as ordinary entries or are deleted.
Still need help?
Write to support@tavala.io and a person replies. Say which device you are on, the app version and whether you are signed in, and what you did just before it happened. What to include, and how to send it from the app.