Bank Sync
Import transactions from your bank — no manual entry needed.
What Is Bank Sync?
Import expenses straight from your bank or credit card. Tabello connects through Plaid, a trusted financial data provider — your bank credentials are handled by Plaid and never shared with Tabello.
Bank Sync is currently available in the United States and Canada. It works with both regular and prorated trackers.
Connecting an Account
How to connect
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1
Tap Connect Account from your Financial Accounts settings
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2
Authenticate with your bank through Plaid's secure login
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3
Select which accounts to connect
Each connection requires 1 Plaid connection credit (purchasable in-app).
Importing Transactions
To import, open a tracker and tap Add Expense, then select Import from bank. Browse transactions from your connected accounts, select the ones you want, and import them in a single batch.
Each imported transaction becomes a regular expense with name, amount, date, and a suggested category. You can edit them like any other expense after import.
Connection Expiration
Bank connections last 30 days — after that, you'll need a new one to keep importing. Previously imported expenses are not affected. You can reconnect anytime (uses 1 credit).
Unlinking
Unlinking removes access to all accounts from that institution. Previously imported expenses stay in your trackers.
You'll lose access to all accounts from this institution.
Previously imported expenses are not affected, but you won't be able to import new transactions.