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 which categories you’re spending the most in.

To link a bank account using the mobile app, follow these steps:

• Tap the three stacked bars at the top right corner of your screen.
• Tap Manage Accounts.
• Tap Add Your First Account.
• Enter your bank’s name into the search bar or select your bank from the listed options.
• You’ll then be asked to provide your login credentials for that financial institution. Enter your username and password for the account you’re attempting to link.
• Click link account. You’ll then see a screen that says, “Verifying your credentials.” Depending on your bank, you may then be asked to receive a security code or other form of multi-factor authentication. 
• If your account links successfully, you’ll see a screen that says, “Your account has been successfully linked to NerdWallet.” Click the Continue button.

To link a bank account from a browser (not the app), follow these steps:

• Sign in to your NerdWallet account here.
• Navigate to the Cash flow section of your account. You can find this page by moving your cursor over the nine dots toward the upper right hand corner.
• Click the green button that says link your first account on the left-hand side of the screen. Then click Continue from the pop-up window.
• Type your bank’s name into the search bar or select your bank from the listed options.
• You’ll then be asked to provide your login credentials for that financial institution. Type in your username and password for the account you’re attempting to link.
• Click Submit. You’ll then see a screen that says, “sending credentials” and "authorizing with our server." Linking the account can take a few minutes; be sure not to click out of this window.
• You may then be asked to receive a security code or other form of multi-factor authentication. Enter your code or the answer to your security question when prompted.
• If your account links successfully, you’ll see a screen that says, “Your account has been successfully linked to NerdWallet.” Click the Continue button.

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.