🔗The Basics of Linked Accounts

Kualia allows you to add Linked Accounts which can be pull transactions and account balance(s) directly from your financial institutions via our Plaid integration

Linked accounts are a great way to track your existing checking, savings, and credit card accounts with the benefit of handling Linked Transactions! To create a Linked Account, simply navigate to the Accounts page and click on the Add Account button.

From here, you'll be asked what account type you'd like to add. Click on the Linked account type. Once selected, you'll be taken to our Plaid integration screen where you can securely connect to 8,000+ financial institutions with ease.

Once connected, you'll be able to select what account(s) from that institution you'd like to add and track with Kualia. You can opt to add all of the accounts from an institution, or only those that you'll want to budget from.

For Linked Accounts, transactions that occur for that account will automatically create Linked Transactions in Kualia that can be Reflected and budgeted against!