Connecting Your First Bank Account

Your books can't update automatically until a bank is connected.

Steps

1. From any screen, click Connect Bank (or go to Bank Connections in the sidebar).
2. Search for your bank or credit card provider.
3. Log in securely through Plaid — Tabby never sees or stores your banking password.
4. Select which accounts to sync (checking, savings, credit cards).
5. Click Connect. Your transactions begin importing within a few minutes.

Need Help?
If your bank isn't listed or the connection fails, see Banking & Transactions → "What to do if your bank connection breaks."

Updated on: 03/10/2026