Banking & Plaid

Connect your bank accounts to automatically import transactions for expense tracking.

Overview

GetCost uses Plaid to securely connect to your bank accounts and automatically import transactions. This feature is available for Pro and Trial subscribers.

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Bank-Level Security

Plaid uses industry-standard encryption to protect your financial data.

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Automatic Imports

Transactions are automatically imported and ready for categorization.

Connecting a Bank Account

How to Connect

  1. Go to Settings | Banking
  2. Click Connect Bank
  3. Search for your bank in the Plaid window
  4. Log in with your bank credentials
  5. Select which accounts to link
  6. Confirm the connection
Note: GetCost never stores your bank login credentials. Authentication is handled securely through Plaid.

Auto-Sync Transactions

Enable automatic transaction syncing to keep your expense records up to date.

Sync Settings

  • Auto-Sync Toggle - Enable or disable automatic imports
  • Sync History - View the log of past sync events
  • Manual Sync - Trigger an immediate sync when needed
Tip: Review imported transactions regularly to ensure they're properly categorized for accurate financial reports.

Managing Linked Accounts

View and manage all your connected bank accounts from the Banking settings.

Available Actions

  • View connection status for each institution
  • See when the last sync occurred
  • Disconnect accounts you no longer need
  • Add additional bank accounts
Important: If your bank requires re-authentication (e.g., after a password change), you'll need to reconnect through Plaid.