How do I connect my bank?¶

Connecting your bank lets myaccountant import your transactions automatically through Open Banking.

Step 1. Go to Bank in the sidebar and click Link Bank (top right). If you don't have any accounts yet, click Link Bank Account on the empty screen.

Step 2. A secure window from our Open Banking partner opens. Search for and select your bank.

Step 3. Log in with your online banking details and complete any security steps your bank asks for.

Step 4. Approve sharing your transaction data. This is handled by your bank — myaccountant never sees your banking password.

Step 5. Your accounts appear on the Bank page and transactions begin syncing automatically. You'll see a confirmation once they're imported. If your bank shares more accounts than your plan includes, the extras aren't imported — a message tells you how many were skipped.

Step 6. Open an account and click Edit to set its type (Business, Property or Personal) and link it to the right company or property — see Business vs Property accounts.

Keeping the connection alive: Open Banking connections expire periodically. If you see "Reconnect Required" on a bank, open its menu and choose Reconnect to keep transactions flowing.

How many accounts can I connect?¶

Bank feeds are included on every plan — the free plan includes one linked account. A usage badge at the top of the Bank page shows how many accounts you've used (for example, "1 of 1 bank accounts"); when you reach your plan's limit it shows an Upgrade link.

Related guides¶

• How do I add a manual bank account?
• How do I categorise bank transactions?
• What do the tabs in a bank account mean?