Adding a bank or card account to untied
If you are using untied Pro including the mobile app (not untied lite), you can link your bank account which makes bringing in transactions easy.
Using the untied app
1. Adding an account
Adding an account to untied is straightforward. You can do it in a number of ways, including:
a. Clicking on the plus sign on the money screen:
b. Navigating to More > Accounts (this will also show you what accounts are already connected)
c. Using untied for web at https://app.untied.io
2. You will then need to select your account:
3. And give permission:
4. You will then be redirected to your banking app to complete the process
5. You may see reference to untied or our partner TrueLayer
6. And it is usual to expect to be asked to renew permission every so often - it may get frustrating but this has been set up by banks to ensure that you are only sharing with untied and others you trust
In your browser
If you are using the desktop version of untied in your browser you would need to click on 'Accounts' in the left hand menu and then 'Add Account'. The rest of the process is the same.