Jones Family Budget

Bank Connections

Connect your bank accounts for automatic transaction sync

Connect a Bank
Securely link your bank accounts via Plaid

Your credentials are never stored. Plaid uses bank-level encryption.

Manual Import
Import transactions from your bank using CSV export

How to import transactions:

  1. Log into your bank website
  2. Navigate to your account's transaction history
  3. Look for "Download" or "Export" option
  4. Choose CSV format and download the file
  5. Go to the account register in A Better Budget
  6. Click "Import CSV" and select your file
Import CSV from any account register
About Plaid

A Better Budget uses Plaid to securely connect to your financial institutions. Plaid is the same service used by apps like Venmo, Robinhood, and many other financial apps.

Security Notes:

  • Your bank credentials are never stored by A Better Budget
  • Plaid uses bank-level encryption
  • You can disconnect at any time
  • Read-only access — no transfers or payments
Learn more about Plaid