Desktop app ยท 5 min
Optional bank link
Understand the optional Plaid bank link and how it differs from PDF upload.
PDF upload is the main path; bank linking is optional.
Steps
- Use Upload for PDF statements when you want the local-first default.
- Use Accounts only if you want to link a bank.
- Review the connection screen before continuing.
- Revoke the connection when you no longer want it.
- Keep uploading PDFs for any account you do not link.
Privacy
The optional bank link is an extra connection. It is not required to use Finipher Personal.
You'll know it worked when
Accounts shows the linked account, or confirms that you are using uploads only.
If this doesn't work
Continue with PDF upload and try linking again later.