Overview
Your connections are found in Settings > Connections. This is where you can link your bank accounts and other financial institutions to Treasury using Plaid.What are Connections?
Connections allow Treasury to securely sync your financial data from your bank, credit card, and investment accounts — all in one place. They’re powered by Plaid, an industry-standard platform trusted by major financial apps and supporting over 12,000 financial institutions across the country. When you connect an account, Treasury automatically imports your balances and transactions, giving you a complete view of your finances. You can connect checking, savings, credit cards, loans, and even investment accounts like 401(k)s or brokerage accounts. Treasury keeps your data up to date by syncing connections regularly, so your budgets, reports, and net worth always reflect the latest information.Add a Connection
To add a new connection, navigate to Settings > Connections and click New Account. A window will appear where you can choose your country and select how far back you want Treasury to import your transactions — from 1 week up to 16 weeks (default is 8 weeks). Once you’ve set your preferences, click Continue. You’ll then be redirected to Plaid, the secure service Treasury uses to connect with your financial institutions. Follow Plaid’s prompts to log in to your bank or account provider, select which accounts to share (such as checking, savings, credit cards, or investments), and confirm the connection. After completing the setup, Treasury will automatically sync your selected accounts and begin importing your recent transactions.Manage Connections
Once your accounts are connected, you can manage them anytime from Settings > Connections. Click the ⋯ (three dots) next to any institution to sync, reconnect, disconnect, edit, or exclude accounts.Syncing Connections
To refresh your data, click ⋯ → Sync next to the financial institution.This will update your balances and transactions with the latest data from your bank. Syncing ensures your dashboards, budgets, and net worth remain accurate and up to date.
Reconnecting Connections
Sometimes a connection between Treasury and your bank may break — for example, if you’ve changed your login credentials or your bank updates its security settings. When this happens, click ⋯ → Reconnect and follow the Plaid prompts to log back into your account. Once reconnected, Treasury will resume syncing your data automatically.Disconnecting Connections
To remove a connection, click ⋯ → Disconnect.You’ll then choose how Treasury should handle your existing data:
- Convert to manual accounts (Recommended): Keeps all your transaction history and converts the accounts to manual tracking. You can continue adding transactions manually.
- Delete all data: Permanently removes all related accounts, transactions, and recurring payments. This action cannot be undone.