Accounts can be connected through one of Alka’s integrations such as connection providers (Plaid, Yodlee, etc.), CSV import, Splitwise and many more.

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1. Connecting new accounts

Press the 'Link new account’ button or search for the same command via the Omnibar (shortcut: ctrl/cmd + K).

1.1 via Providers

Select the most convenient provider depending on the type of account you want to connect and follow the connection flow:

• Plaid: US & Canadian accounts.
• Yodlee: Investments, international accounts and Venmo.
• Saltedge: European accounts and other international accounts.

<aside> 💡 It’s always good practice to search for an account in all providers if it’s not found in the recommended one above.

</aside>

<aside> 💡 If a connection doesn’t work after multiple attempts, contact Alka’s support via the app or at [email protected].

</aside>

1.2 via CSV

• Copy all the content inside the CSV file to be imported.
• Select the correct connection preset based on the institution providing the document (ie. “apple-card” for an Apple Card CSV file).
• Paste copied content onto the panel that will appear.

• If no correct preset is found, make sure to follow Alka’s Standard CSV Template and select the “standard” preset on import.

1.3 via Spreadsheet

• If the document provided is a spreadsheet (such as Google Drive), first download/export file as a CSV, then follow the instructions in the step above.

1.4 Other custom integrations

• Select the corresponding integration and follow the connection flow.

2. Reconnecting accounts

Accounts can be disconnected from Alka whenever there’s an issue with the provider or a certain time period has passed.

• To reconnect, press on an accounts reconnect button and follow the provider’s connection flow.

3. Other connection actions

Press the “...” button of any account or search for a specific connection via the Omnibar (ie. “Connection: Chase (via Plaid))

3.1 Revoke

Removes a connection from a ledger.

3.2 Resync

Syncs the latest data from a connection’s provider.

3.3 Move to ledger

Allows a connection to be moved to a different ledger.

4. Disabling connected accounts

Some connections might have more than one account under them. To disable one, click on the toggle button and then press “OK” when the warning modal appears.