Connect an account
- Open Banking.
- Choose Link bank and connect through Stripe Financial Connections.
- Review transactions in the Open, Suggested, and Handled tabs.
- Select transactions and choose Pair selected to pair them with PlanBill records.
Link your bank
Connect a bank account and pair its transactions with PlanBill records.
⌘K
Press Control K, Command K, or slash to search from anywhere on the page.