Connect your financial accounts

Connecting your accounts

Connect the accounts from your financial institutions to your spreadsheet.

Removing a connected account

Remove an account if you no longer wish to have it linked to your spreadsheet.

Expiring login and error states

Access to accounts sometimes expires because you change a password or your institution requires renewed authentication. On rare occasions, an account will need to be removed and re-added.

Handling a degraded account connection

Learn why some connections may become temporarily unavailable.

Renaming your accounts

Give your account a nickname after linking it to your spreadsheet.

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