Connect to Plaid

Published by Matthew Talamini in on Tuesday, December 18th, 2018

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Connect to Plaid

(Note: This article is about connecting NowRenting to a bank account for the purpose of syncing financial data. To read about connecting NowRenting to a bank account so you can accept rent payments, see here.)

NowRenting can automatically import expenses from your bank account and associate them with a Property. To import expenses, first you have to connect NowRenting to your bank account. NowRenting uses Plaid, a national leader in financial connectivity technology, to facilitate this connection.

First, navigate to the Property Expenses settings page by clicking the link in the main settings drop-down menu. Then click the Connect a Bank Account link.

NowRenting Connect a Bank Account Navigate

Click Continue to agree to the Plaid Privacy Policy.

NowRenting Connect a Bank Account Agree

Then select your bank. If your bank is not pictured, use the search bar to locate it. Plaid supports thousands of institutions!

NowRenting Connect a Bank Account Choose Bank

Enter the credentials you use to access your bank account online. For your privacy and security, this information goes directly to Plaid; NowRenting’s servers never touch it.

NowRenting Connect a Bank Account Enter Credentials

Select the account you want NowRenting to connect to.

NowRenting Connect a Bank Account Select Account

Congratulations! You’ve connected your bank account to NowRenting.

NowRenting Connect a Bank Account Success

Once you’ve connected to Plaid, you’ll want to create a Property to manage the imported data. Read about how to create a new Property here, and about how to sync expenses here.

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