Connect once. Organized forever.
Connect an eligible account through Plaid and see its balances and transactions in Simple Wallet. Availability and update timing depend on your financial institution.
What stays organized
Your connection goes through Plaid.
When you connect an account, you enter financial institution credentials in Plaid's interface. Simple Wallet does not receive or store those credentials. Plaid sends us the account data you authorize so we can show balances and transactions.
See updates as they arrive.
Connected balances and transactions update when new data is available from your institution through Plaid. You can add a manual transaction whenever you need to.
Frequently Asked Questions
Everything you need to know about Bank Sync
You connect through Plaid's interface. Simple Wallet does not receive your financial institution credentials; Plaid provides the account data you authorize. Read our Privacy Policy for details.
Not at all. Enter everything manually, sync everything, or mix the two: sync your main accounts and add cash by hand. Your wallet, your call.
Open Bank Sync in the app to search for your institution. Availability varies by bank and region.
Update timing depends on the institution and Plaid. You can refresh in the app to check for newly available data.
Explore more features
Manual Entry
Cash, reimbursements, anything a bank never sees. Add it in seconds, with your categories and notes, filed right alongside everything else.
Smart Categories
Every purchase lands in a category that makes sense, because it learns how you like things filed. Monthly totals keep themselves current.
Vehicle Tracking
Gas, insurance, repairs, and maintenance stay together, per vehicle, so you know what each car really costs to own.
Any Currency
Pay in yen, see it in dollars. Foreign transactions convert automatically, so every total reads in your home currency.
Your money, in focus.
Accounts, spending, and net worth, together in one clear view.