Connections

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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 — the foundation that makes everything else (transactions, budgets, net worth) update on its own.

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What you can do here

• Connect banks, credit cards, loans, and investment accounts through Plaid.
• Sync balances and transactions to keep everything current.
• Reconnect an account when a bank’s login or security changes.
• Disconnect an institution — keeping its history or removing it.
• Rename and exclude individual accounts.

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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.

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Add a Connection

To add a new connection, navigate to Settings > Connections and click New Connection. 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.

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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.

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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.

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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.

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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.

After making your selection, click Select an option to confirm.

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Editing Account Names

To rename an account, expand the financial institution, click ⋯ → Edit, update the account name, and click Save Changes. Renaming helps you personalize your dashboard (e.g., “Joint Checking” instead of “Everyday Checking 5790”).

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Excluding Accounts

If you want to hide an account from your Net Worth calculations without deleting it, click ⋯ → Exclude. Excluded accounts won’t appear in your total net worth but will still retain their transaction history.

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FAQ

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