Accounts can be connected through one of Alka’s integrations such as connection providers (Plaid, Yodlee, etc.), CSV import, Splitwise and many more.
Press the 'Link new account’ button or search for the same command via the Omnibar (shortcut: ctrl/cmd + K).
Select the most convenient provider depending on the type of account you want to connect and follow the connection flow:
<aside> 💡 It’s always good practice to search for an account in all providers if it’s not found in the recommended one above.
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<aside> 💡 If a connection doesn’t work after multiple attempts, contact Alka’s support via the app or at [email protected].
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Accounts can be disconnected from Alka whenever there’s an issue with the provider or a certain time period has passed.
Press the “...” button of any account or search for a specific connection via the Omnibar (ie. “Connection: Chase (via Plaid))
Removes a connection from a ledger.
Syncs the latest data from a connection’s provider.
Allows a connection to be moved to a different ledger.
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.