Connecting bank accounts and credit cards

Modified on Wed, 27 Aug at 8:47 PM

Linking your bank account or credit card allows SubPilot to automatically track your subscriptions, making it easier to manage your finances. Here’s how to do it:

1. On the homepage, tap the "+" icon in the bottom right corner.
2. Select "Link bank account/credit card."
3. Find your bank by scrolling or using the search bar at the top.
4. After selecting your bank, follow the instructions in the secure Plaid pop-up to complete the process.

This simple process will help you keep track of your subscriptions effortlessly!

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