How do I connect my bank accounts?

Allocate uses Plaid to securely connect to your bank. Go to Dashboard — you'll see a "Connect account" prompt. Search for your bank, log in with your credentials, and select which accounts to link. Your first sync pulls in about 6 months of transaction history. It usually takes a few minutes for everything to appear. You can connect checking, savings, and credit cards — all major US banks are supported.