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Connect your bank to MoneyCoach

Edition 2 is focused on Online Banking: linking your bank account, finishing interrupted links, managing connections, marking transfers, and understanding pending transactions.

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Connect Your Bank Account

Start here if you want to link a supported European bank or financial account so MoneyCoach can import balances and transactions.

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Finish Linking Your Account

If the bank linking flow was interrupted, MoneyCoach can show a card that lets you complete the setup instead of starting over.

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Delete a Bank Connection

Learn the difference between deleting an account and deleting the actual bank connection from MoneyCoach.

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Mark Online Transactions as Transfers

When your bank imports both sides of a money movement, mark matching transactions as a transfer so reports stay accurate.

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Understand Pending Transactions

Pending bank transactions can behave differently depending on the bank. Learn when to wait and when to remove a duplicate pending item.

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Import Apple Card Statements

If Apple Card is part of your setup, import the statement CSV so those card transactions can live alongside your bank-connected accounts.

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Edition 2 complete

Your bank connection workflow is clearer now

You know when to link a bank, how to finish interrupted setup, how to manage connections, and how to keep imported transfers and pending transactions clean.