Connecting your bank account

One of the great things about MonkeyPod is the ability to connect your bank account to bring in transaction data automatically. Be sure to read our article on your Chart of Accounts (which includes adding a new bank account!).

How do I connect an account to my MonkeyPod?

From the main navigation menu, select "YOUR MONKEYPOD" to expand your organization's settings. Select the option "Online Banking" from the Accounting category.

After opening the Online Banking menu, choose the account you want to connect. Make sure that you have check out our article on your Chart of Accounts (includes adding a new bank account!). 

To begin the connection, click on "Connect to Online Banking" and you will be brought to a 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 contact MonkeyPod support 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 to my MonkeyPod?

When your account is connected, it will display the account details as well as show a button that allows you to review recent transactions on that linked account.

How do I disconnect an account?

Go to the account and click the red text that says "Disconnect Account" to remove that selection from your connected accounts.

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