Why is my bank not listed?

Institution coverage depends on the provider, region, and account type. Use a manual account when a connection is not available.

Can I connect checking, credit, and loan accounts?

Yes, when the institution exposes those account types. Review the list before finishing so you only add the accounts you want to track.

Help center

Connect a bank account

Connect a supported bank through Plaid or add a manual account so balances and transactions appear in Nethaven for budgeting and review.

Open Accounts, choose Add account, then select the bank connection option. Complete the provider sign-in and choose the accounts you want in Nethaven. Your bank credentials stay in the provider flow rather than being entered into Nethaven.

If your institution is unavailable, add the account manually. A manual account contributes to net worth and can hold added or imported transactions, but its balance will not update from the bank.

Step-by-step guide

Desktop web walkthrough

Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.

The Accounts page in the Nethaven web app with account balances and an Add account button.

Open Accounts

Open Portfolio, then Accounts, and select Add account.

Open in web app

Connect or add manually

Choose bank sync for automatic updates. Choose a manual account if the institution is unavailable or you only need a tracked balance.

Review the result

Return to Accounts and confirm the provider, type, currency, and balance before using the account in reports.

Common questions

Related resources

Account features Track net worth Security