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Connecting Your Bank
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Bank Connections
Connecting Your Bank
Connecting Your Bank
1 min read
Updated Dec 31, 2025

Connect your UK bank account to automatically import transactions. This uses Open Banking, a secure standard regulated by the FCA.

Supported Banks

Barclays
HSBC
Lloyds
NatWest / RBS
Santander
Starling
Monzo
Revolut Business

How to Connect

  1. 1 Go to Banking → Connections
  2. 2 Click Connect Bank
  3. 3 Select your bank from the list
  4. 4 You will be redirected to your bank to authorise
  5. 5 Log in with your bank credentials
  6. 6 Approve the connection

Security

Open Banking is regulated by the FCA and uses bank-level security. Your bank credentials are never shared with us - you log in directly with your bank.

What Data is Accessed?

We CAN access

  • Account name and balance
  • Transaction history (up to 24 months)

We CANNOT

  • Make payments from your account
  • Change any account settings
  • Access any other accounts