Connecting your bank account

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One of the great things about MonkeyPod is the ability to connect your bank account and bring in transactions automatically.

Be sure to check out our article on your Chart of Accounts (includes adding a new bank account!) first

To connect your account

Go to your organization's settings, then click on "Online Banking"

From here, choose the account you want to connect, the account below is a Chase Visa account. 

To begin the connection click on "Connect to Online Banking"

You will then be brought to the prompt to connect your account using Plaid

From here, follow the prompts through Plaid to connect your account

!!! If you are unable to connect your bank account please let us know so that we can troubleshoot the issue, it is important to note that some banks may not work with Plaid to integrate accounts, but we need to make sure that is the case!

How do I know when my account is connected?

When your account is connected it will look like this

How do I disconnect an account?

Go to the account and click the red text that says "Disconnect Account"