Connect your first bank account

Connect a bank account when you want WonderMoney to import balances and transactions automatically. The first connection usually takes a few minutes and ends with the first synced data appearing in your account list.

Before you start

Check that your bank supports an Open Banking connection and that you can approve access in your bank app or website. Keep the account login for the bank separate from your WonderMoney password.

Steps

1. Open the bank connection flow.
2. Choose your bank and sign in with the bank provider.
3. Review the permissions and select the accounts to connect.
4. Confirm the connection and wait for the first sync.

Review the first import

After the sync finishes, confirm that the account name, balance, and most recent transactions look right. If an account is missing, check whether it was excluded during selection.

Common issues

• The bank session expires before approval is completed.
• The wrong account was selected at the permission step.
• The first sync is still processing.
• The bank requires a second approval in its own app.

Related links

• Manage bank connections
• Manual offline account
• Understand transactions