Version scope: Instructions checked against the released app’s source code for MoneyCoach 12.1 on 2026-10-15; not tested in the app.
When a bank link has not expired but is not yet saved with an online banking account on this device, MoneyCoach can show a setup card in Overview. Follow these steps to complete its setup.
Video Tutorial
This video is hosted on YouTube. When you load it, data such as your IP address is sent to Google, and Google may set cookies. Privacy Policy
An active MoneyCoach Premium plan is required to refresh your bank links and show the unfinished-link card.
Step-by-step guide
- Open MoneyCoach
- Find the Finish Linking Your Account card in Overview.
- Tap "Connect"
- Next, tap "Finish"
- Finally, tap Complete Setup.
Important Details
An interrupted setup can leave an unfinished link, but the card does not prove that you interrupted the process. It appears for a non-expired bank link that is not yet saved with an online banking account on this device.
If the card is missing or setup stops with an error, contact support with your MoneyCoach version, bank name, and the step where it stops. Do not share bank credentials or authentication codes.
