Connect your bank

Connecting a bank means new transactions arrive by themselves, with no files to download. The connection is read-only: Flocuity can see transactions and balances and can’t move money.

To connect

1. Open Settings › Data.
2. Choose to connect a bank. A window opens where you pick yours.
3. Find your bank and sign in there. Your bank username and password go to your bank, never to Flocuity.
4. Pick the accounts to share. Up to two years of history is brought in, then new activity each day.

Good to know

• If your bank asks you to sign in again after a while, Flocuity will tell you the connection needs attention.
• Disconnect at any time from the same place. Transactions already brought in stay in your forecast unless you delete them.
• Can’t find your bank? Upload an export instead; the forecast works the same way.