Synced Accounts

Synced accounts are bank connections that automatically import your transactions into Cadence. Instead of entering every purchase manually, your synced accounts keep your transaction history up-to-date throughout the day.

Synced accounts are available on Cadence+ and Premium plans.

Follow these steps to connect your bank:

1. Navigate to the Net Worth page.
2. Tap “Link Account” to open the connection flow.
3. Search for your bank or financial institution.
4. Sign in securely with your bank credentials.
5. Select which accounts you'd like to link.

You can link a variety of account types, including chequing, savings, investment, credit card, and loan accounts. Each synced account will have its balance and transactions synced automatically.

Transactions are imported automatically throughout the day. New transactions appear in your transaction list with their original merchant name and category as reported by your bank.

You can change the category and budget assignment of any synced transaction, just like manual transactions. Head over to the Transactions article to learn more about managing your transaction list.