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How to connect a bank account to Outmin
How to connect a bank account to Outmin

This article shows you how you can connect your bank account to your Outmin dashboard

Ruth avatar
Written by Ruth
Updated over a week ago

Connecting your bank account allows you to automatically input incoming and outgoing transactions from your bank account to Outmin.

Outmin uses this data to match bank transactions to your accounting activities, and helps reconcile your accounts.

Once you’re logged in to your Outmin account, go into “Bank Accounts” in the side menu and “Connect” on the top right.

The platform will take you to Plaid, which is a financial services company we use to connect your financial data to the Outmin platform in a secure way.

On Plaid, you can search directly for your bank, connect using your bank log ins and select the bank accounts you wish to link.

Once this process is completed, your Outmin dashboard will show up again. Just refresh the page, and you should be able to see the bank account(s) you just linked!

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