Plaid is a technology platform that lets ZenBusiness connect Money Pro to your bank account. It's a safe and secure way to connect your financial accounts to Money Pro.

Plaid uses bank-level security to protect your data. Plaid is also a read-only service, which means that it can only access your account information. It cannot make any changes to your accounts.

Money Pro uses Plaid to connect to your financial accounts and import your transaction data. This lets you see all of your financial information in one place, and to track your spending and saving.

Money Pro uses Plaid to connect to your financial accounts and import your transaction data. This allows you to see all of your financial information in one place, and to track your spending and saving. Plaid is a secure and reliable service that is used by millions of people.

With Money Pro you can:

Plaid lets you connect all of your financial accounts to Money Pro for a complete picture of your financial situation.

We use Plaid to connect your accounts to ZenBusiness. To link an external account to Money Pro, you'll need an active account, your account's online credentials (username and password), and a mobile device that can receive texts.

There are a few ways to link an account.

There are a few ways to unlink your bank account.

Yes, if you have multiple accounts at the same bank, you can choose which ones, or all, you want to link.

When connecting to Plaid, you’ll see several financial institutions listed. Find the bank you want to link, and select to continue. Then, complete the connection process with Plaid.

Yes, you may connect multiple accounts from different banks. However, each bank and its associated accounts must be connected separately. This means that you’ll complete the process with Plaid to link all accounts for one bank at a time.

When you finish connecting accounts from one bank, you’ll be asked to link another account, or continue to your dashboard.

Yes, you can link an active credit card, as long as the banking institution is supported by Plaid. Follow the same steps as you would to link a bank account.

Yes, absolutely. It is safe to link your bank account. We use Plaid, our trusted partner, to connect financial accounts. Plaid uses bank-level security to protect your data, and they work with many financial institutions.

Your data is encrypted and stored securely, and Plaid does not sell or share your data with third parties. Learn more about Plaid and its data security here: https://plaid.com/safety/

Money Pro ensures the privacy of your financial data through:

When you connect your bank account to Money Pro using Plaid, Plaid only has read-only access to your bank account information. This means it cannot make transactions or changes to your account. Plaid uses encryption and other security measures to protect your financial data and keep it confidential.

Plaid can access:

Once the account is linked, Money pro will pull transactions every few hours within a day and keep the transactions in sync with the user's linked bank account.

After first linking your account, Money Pro will pull in 30 days of transaction data from the account. The user can do a historical pull and select a custom date for a period they would like to pull the transactions beyond the 30 days.

When you unlink a bank account from Money Pro, here's what happens to your data:

💡Tip: It’s a good idea to back up your Money Pro data before unlinking an account, just in case you need to restore any information later.

Unlinking an account is a safe way to stop automatic imports without losing your existing financial data in Money Pro.

Unlinking your bank account from Money Pro does not directly affect your tax liability calculations.

All transactions that were imported before you unlinked the account will remain in Money Pro. These transactions will still be included in your tax liability calculations.

However, after unlinking the account, new transactions won’t be automatically imported.

This means that any income, expenses, or other transactions that occur after the unlinking won’t be reflected in your tax calculations unless you manually enter them.

If you consistently enter all your transactions manually after unlinking, your tax liability calculations should remain accurate.

If you change your bank password, Money Pro will no longer be able to access your account for automatic transaction imports. This is because the old credentials stored in Money Pro via Plaid are no longer valid.

When you change the credentials, to restore the connection, click "Fix your account" and going through the process to relink your account.

💡Tip: It’s a good practice to update your credentials in Money Pro as soon as you change your bank password to minimize any gaps in transaction tracking.

Yes. You can connect or unlink an account without removing the transaction history from your Money Pro account. You should still be able to view all transactions prior to the time your account was disconnected.

Once your account is closed, Money Pro will no longer be able to import new transactions from that account. MoneyPro may detect an issue with the linking process and ask you to re-link. At this point, you can unlink the account.

All transactions previously imported from the closed account will remain in Money Pro for your financial records, reports, and budgets.

The account will still appear in your Money Pro accounts list, but it may be marked as "Closed" or "Inactive." You can manually adjust the account's settings if you want to archive or hide it.

If there were any pending transactions at the time of account closure, you might need to manually reconcile or adjust these within Money Pro to ensure accuracy.

💡Tip: Before closing the account, consider backing up your Money Pro data and ensure all important transactions are recorded and categorized correctly.