Documentation Index
Fetch the complete documentation index at: https://docs.kualia.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
This guide walks you through connecting your bank accounts to Kualia using Plaid. For details on how syncing, auto-categorization, and connection health work, see Bank Connections.Before You Start
- Make sure you have your bank login credentials ready
- Kualia supports banks in the United States and Canada
- Your bank credentials are entered directly into Plaid’s secure window - Kualia never sees them
Where to Start a Connection
You can start a bank connection from a few different places, depending on which app you’re using.On iOS
- Accounts tab — tap to add a new account and choose Connect bank.
- Side drawer — open the side panel and select Institutions to add a new connection or manage existing ones.
On Web
- Accounts tab — create a new account and choose to link a bank or create a manual account.
- Settings — open settings and select Bank connections in the side panel to add or manage connections.