Connect your bank

Your bank accounts, read directly, so cash on the screen is cash in the bank.

Nearly every bank and credit union in the United States and Canada can be connected this way, from the largest national banks to a single-branch community bank. You pick your bank from a list, sign in on your bank's own screen, and choose which accounts to share.

Your banking password is never typed into SigmaPointPi and is never stored by it. The sign-in happens on a screen your bank controls, and what comes back is permission to read the accounts you picked. Read is all it is. Money cannot move out of an account through this connection.

Connecting Connect your bank in SigmaPointPi
Connections. Every integration is added and managed here.

How to connect it

Open Connections and choose your bank

Search by name. If your bank shows more than one entry, pick the one matching the site you normally sign in to.

Sign in on your bank's own screen

The window belongs to your bank. Nobody at SigmaPointPi sees what you type, and there is nothing to store afterwards.

Choose the accounts to share

Operating, savings, payroll, whichever you want visible. Accounts you leave out stay invisible.

Watch the first import land

Balances appear immediately. A year of history follows behind them.

What arrives, and when

Account list, running balances, and every transaction with its date, amount and description.

Twelve months
reaches back on the first import
Every 6 hours
it refreshes on its own, with no prompting
As it happens
changes also arrive the moment the provider sends them

What it looks like

Connect your bank in Connections
Connect your bank in Connections

Questions people actually ask

Can anyone move my money through this?

No. The permission granted is to read, and there is no path from it to a payment. Moving money is a separate, deliberately separate, arrangement.

What happens when my bank asks me to sign in again?

Banks re-ask periodically. The connection shows as needing attention, nothing is lost, and reconnecting takes about a minute.

Can I disconnect?

At any time, from the same screen. Reading stops immediately. What was already imported stays in your books, because your history is yours.