You can view all of your bank account balances in one place by linking them to your NerdWallet account. This allows you to easily track your balances and see in which categories you’re spending the most.
To link a bank account using the NerdWallet app
Tap on the Cash flow tab
Tap on the + in the upper-right corner
Choose Link an account
Follow the prompts to connect your account using Plaid
Once an account is linked, you can then view your spending and transactions any time by logging in to your NerdWallet account and clicking on the Cash Flow section.
If you're unable to link your account using the steps above you may add it manually. This article includes more details about the manual process.
To unlink a bank account using the NerdWallet app:
Tap on the Main menu (the three horizontal lines in the upper left)
Tap on Financial info
Tap on Linked financial accounts
Tap on the financial institution you want to unlink
At the bottom on the screen, you should see the Add another account button and beneath that, Unlink account (seen in the image below)
