account_balance Bank Accounts

Link account

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    Economical use: This app links with Plaid Transactions only by default (no Recurring Transactions add-on). Sync uses /transactions/get — we do not call paid /transactions/refresh. For spends without Plaid, use the Apple Wallet webhook (POST /api/v1/apple-wallet/webhook + Shortcuts); see docs/plaid_economics.md in the repo.

    privacy_tip Privacy promise

    No ads. We do not sell your data. Linked account data is used only for product functionality.

    trending_up Alpaca Brokerage

    Not connected

    Connect your Alpaca account to auto-sync holdings, view live positions, and place buy/sell orders from the Investments page.

    info Connection status

    Use this page to manage your two core live connections: bank accounts and Alpaca brokerage.