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 this process. You can also contact us at support@nerdwallet.com for help with linking your accounts.
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