🏦Managing Your Accounts

Kualia allows you to add linked accounts through Plaid, or manually tracked accounts. This guide touches on how you add each account type!

To start funding your Categories in Kualia, you’ll need to add an account. This can be a Linked Account (using our Plaid integration) or an Unlinked Account, depending on your preference. To add an account, go to the Accounts page and click the “Add Account” button. From there, you can choose between a linked or manual account.

You’ll allocate money from your accounts to your categories, but you can’t assign more than what’s available in your accounts.

Depending on the account type you are adding, you will follow a guided wizard to either link an account through Plaid, or add a manual account.