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.