How do I connect a bank account?
Link a bank or card so balances and transactions sync automatically.
Linking a bank lets Pocketwatch pull in your balances and recent transactions and keep them syncing on their own — no manual entry.
- In the sidebar, click Banks.
- Choose your institution and sign in through the secure bank connection window.
- Pick which accounts to bring into your current pocket. They show up ready to go, with recent history already imported.
Bank linking is available on the Basic and Pro plans, on the web app. Linked accounts are read-only in Pocketwatch — your bank stays the source of truth, so there's nothing to reconcile by hand. You can disconnect a bank any time from the Banks panel.
Prefer to keep everything by hand (or on the desktop app)? You can add accounts manually instead - see Getting started for the manual path.
Last updated June 14, 2026