Connecting To Your Bank
Pay Day Planning partners with Plaid to allow you to connect to your bank or other financial institution. This allows you to receive transaction information as your institution posts those transactions to your accounts. This can significantly reduce the time and effort needed to track your spending against your plan (note: this is a Premium feature that is enabled during your 30-day trial period but will go away if you don’t subscribe).
To connect your bank account, follow these steps:
- Open the app menu by clicking on the menu button in the top left corner of the app.
- Select “Manage accounts”
- Press the “+” icon at the bottom of the screen
- Select “Add connected bank account”
For your first account, you will need to consent to sharing your data with PayDayPlanning. You will then follow a set of steps to authenticate with your bank and select the accounts you would like to synchronize with PayDayPlanning. For more on how PayDayPlanning collects, uses, and protects your data, please read our privacy policy.
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