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Your US bank.
A clearer picture.

Connect supported US banks through Plaid. Bring balances and transactions into MoneyCoach, alongside the rest of your money.

Start on iPhone. Review available banks and accounts in the app.
MoneyCoach Accounts with example balances and account groups
Illustrative bank logos. Check availability in MoneyCoach.
United Statesvia Plaid
Europevia GoCardless
Canadavia Coming soon

Built around
your bank.

US and European connections are available. Canada is coming soon. Availability depends on your bank and account.

Plaid's coverage explorer offers provider-level information, not a MoneyCoach bank list. Institutions support different products; availability in Plaid does not guarantee a connection in MoneyCoach.

A few things
before you connect.

  1. 01

    US banks: start on iPhone

    Use your iPhone for Plaid connection and reconnection. Once connected, your account data can update in MoneyCoach on iPhone, iPad and Mac. If you are starting on Mac, have your iPhone ready for the connection step.

  2. 02

    Check the plan and the actual accounts

    Bank sync is a paid feature. Check the banking features and connection allowance shown in MoneyCoach before choosing a plan. Search for your institution in the app and review which accounts can be shared; a bank listing is not a guarantee that every account type works.

  3. 03

    Review permission, then review your spending

    Read the provider's consent screen and choose the accounts you want to share. After import, review the available balances, transactions and categories. Updates depend on the bank and provider, so use your bank's own app when you need to confirm the latest balance or payment status.

Download MoneyCoach

A clearer picture.
Less data entry.

Bring the numbers together

MoneyCoach imports balances and transactions from connected accounts into the same overview as your manual accounts and cash.

Make sense of your spending

Review imported spending and its categories to keep your budgets and reports useful.

Know what to expect

The accounts and history available depend on your bank and the connection. Updates are not guaranteed to be instant; check your bank's app for the latest balance or payment status.

Europe, connected.

GoCardless connections in 30 European countries.

This directory lists European institutions for GoCardless connections. It does not list US or Canadian Plaid connections. The UK is not included. Bank and account availability can change; check the current options in MoneyCoach.

Search 2,798 European institutions
Browse all 30 European countries

Your money
stays yours.

Read-only access

Bank sync imports balances and transactions. MoneyCoach cannot initiate payments or move money through the connection.

Permission comes first

Review the accounts and permissions before you agree to share. Plaid handles supported US connections; GoCardless handles supported European connections.

Understand the data path

Connected banking data is processed by the provider and MoneyCoach's banking service. It does not stay only on your device or in iCloud. Each provider has its own privacy terms.

Your bank isn't there?
You still have options.

If your bank or account is missing, check the country of the bank and the institution name first. A listed institution may still have accounts that cannot share the information MoneyCoach needs.

For a failed US connection, check your bank's website for service notices or actions it requires, then follow any reconnection prompt in MoneyCoach. Never send support your password or security codes.

Still stuck? Contact MoneyCoach support with your bank name, country and account type. Plaid's connection troubleshooting explains common US connection issues.

You do not have to link a bank to use MoneyCoach. Keep using manual accounts or CSV import while a connection is unavailable, or choose them instead of bank sync.

Which country should we connect next?

Help shape the next chapter of MoneyCoach banking. Vote for your country and let us know where you want us to go next.

Vote for your country

A vote helps us understand demand. It does not guarantee bank support or a release date. Canada is already planned and is coming soon.

A little
more clarity.

Your bank sync questions, answered.

Talk to our team
Does MoneyCoach connect to US and Canadian banks?
MoneyCoach connects to supported US banks through Plaid. Canadian bank linking is coming soon and is not available in MoneyCoach 14. Search for your institution in the Plaid connection flow inside MoneyCoach. Available institutions and accounts vary; Plaid’s full network is not a guarantee of MoneyCoach coverage.
Which countries use GoCardless?
MoneyCoach uses GoCardless for banks in 30 European countries. The European bank directory shows those institutions; it does not include US or Canadian Plaid connections. The UK is not currently included in MoneyCoach bank sync.
Can I connect a US bank from my Mac?
Start or reconnect your Plaid connection on your iPhone. Once connected, the account data can update in MoneyCoach on iPhone, iPad and Mac. This separates the connection step from using the connected account on your other devices.
What does MoneyCoach import from a connected bank?
MoneyCoach imports the available account balances and transactions. Imported spending appears alongside manual accounts and cash, where you can review its categories and use it in your budgets and reports. The accounts, details and transaction history provided vary by bank and connection.
How much transaction history will I get?
There is no single history window for every bank and provider. Your initial import depends on what the institution makes available and the connection’s configuration. Plaid’s advertised maximum is not a guarantee for a particular MoneyCoach account. See Plaid’s transaction-history documentation for provider context. Keep older statements if you need a complete historical record.
Are bank transactions updated instantly?
No. Bank sync is not a live payment feed. A new purchase may still be pending, and bank or provider updates can be delayed. Check your bank’s own app for the latest payment status. Plaid explains that pending transactions can change before they post; their final amount or description can differ.
Can MoneyCoach transfer money through bank sync?
No. MoneyCoach’s bank-sync feature reads account information and imports transactions; it does not initiate payments or move money from your connected accounts. Other products offered by a connection provider do not change what MoneyCoach’s bank-sync feature does.
Does bank sync keep all data only on my device or in iCloud?
No. Connecting a bank involves processing financial information through Plaid or GoCardless as well as MoneyCoach’s banking service. Read the consent screen and the provider’s terms before connecting. Plaid describes its encryption and permission controls in its trust and safety information. Manual tracking remains an option if you prefer not to share banking information with a connection provider.
Why is my bank or one of my accounts missing?
An institution may not support the information MoneyCoach needs, a particular account type may be unavailable, or the connection may be temporarily disrupted. Check the bank’s country and exact institution name in MoneyCoach. For US banks, Plaid’s troubleshooting page explains these differences. A provider listing does not guarantee every account is compatible with every app.
What should I do when a connection stops working?
Check for a notice or required action on your bank’s website, then follow any reconnection prompt in MoneyCoach. US Plaid connections can be reconnected on iPhone. There is no universal reconnection interval across all providers and banks. If the issue continues, contact MoneyCoach support with your bank name, country and account type, without sharing passwords or security codes.
Does bank sync need a paid plan?
Yes. Bank sync is a paid feature. Check the banking features and connection allowance displayed in MoneyCoach before choosing a plan.
Can I manage the information I share through Plaid?
Plaid provides Plaid Portal to review and manage your connections and data-sharing permissions. Review its available controls and privacy information for your connection. Managing provider access is separate from managing records already imported into MoneyCoach; contact support if you need help with those records.
Can I use MoneyCoach if my bank is unsupported or I do not want to connect?
Yes. Bank linking is optional. Use manual accounts, CSV statement import, or the separately supported Apple Pay import workflow. These alternatives can also help while a bank connection is unavailable.