Banking

Connect bank accounts

Use Plaid imports to turn real card transactions into trip expenses.

Updated 2026-06-14

Typing every expense by hand is the reason most cost-splitting falls apart halfway through a trip. Connecting a bank account through Plaid lets you pull real card transactions in and attach them to a trip, so the numbers stay accurate without the manual entry.

Step by step

How to do it

  1. 1

    Open Bank accounts from Profile or Transactions.

  2. 2

    Connect through Plaid and pick the institution account you want to import.

  3. 3

    Review imported transactions before linking them to a trip.

  4. 4

    Disconnect accounts from Bank accounts when you no longer want DanceLedger to sync them.

Frequently asked

Is connecting a bank account safe?
Bank connections go through Plaid, and you can disconnect an account at any time from the Bank accounts screen. See the privacy policy for how transaction data is handled.