💡 Bank Integration connects Aplos directly to your bank or financial institution so you can automatically pull in your recent transactions and quickly code them into your accounting registers — no more manual entry.

This guide walks you through connecting a bank for the first time, selecting which accounts to bring in, and mapping them to the right register in Aplos.

Before you start

• You'll need your online banking login credentials (the username and password you use on your bank's website).
• If your bank uses multi-factor authentication (MFA) — a text/email code or security questions — have your phone or email handy.
• You'll connect through Plaid, our secure bank-connection provider. Aplos never sees or stores your banking password.

Step 1: Open Bank Integration

Go to Fund Accounting → Transactions → Bank Integration.

If you haven't connected a bank yet, you'll see a welcome screen with an option to add your first institution.

Step 2: Find and connect your bank

1. Click Add Your First Bank (or Link Bank). A secure Plaid window opens.
2. Search for your institution by name and select it from the results.
3. Enter your online banking login credentials and continue.
4. If your bank requires it, complete the multi-factor authentication step (e.g., enter the code sent to your phone, or answer your security questions).
5. When the connection succeeds, you'll return to Aplos and your institution will appear under Connected Institutions.

Step 3: Choose your accounts

If your bank has more than one account (for example checking, savings, and a credit card), you can select all the accounts you want to connect in a single login — no need to repeat the process for each one.

Select the accounts you'd like to import transactions from and confirm.

Step 4: Map each account to an Aplos register

For each connected bank account, tell Aplos where its transactions should land:

• Source = your real bank account (for example, Checking ••8995).
• Target = the matching register in Aplos (for example, 1000 – Checking).

Make sure each source maps to the correct target register before importing — this keeps your books accurate. You can adjust a mapping later from the connection management screen.

Step 5: Review and import your transactions

Once connected, the Bank Integration screen becomes your hub for importing:

1. Select a connected account to see its pending transactions.
2. For each transaction, assign the correct Account and Fund (and Payee, if needed).
3. Import the transactions individually or in bulk.
4. Check the target register to confirm the transactions landed correctly.

Imported transactions are automatically marked as reconciled in your register.

⏳ The first time you connect, it can take a minute or two for your transactions to pull in. You can leave the screen and come back — your data will keep loading in the background.

Managing your connections later

When you return to Bank Integration, it takes you straight to your transactions. To add another bank, update a login, or change an account mapping, open Manage Institutions from the screen.

Reconnecting your bank

For security, banks occasionally require you to re-authorize the connection. If that happens, you'll see an Update Login prompt on your Bank Integration screen — click it and re-enter your credentials to refresh the connection.

If the connection still won't refresh, try removing the institution and adding it again. If you're still stuck, reach out to our Customer Care team.

Can't find your bank?

Most major banks and many credit unions are supported. If your institution isn't available, or you need to bring in older transactions, you can import a file of transactions instead. See the importing screen for details.