Bank Linking

Bank linking allows RealBooks to automatically import your transactions, saving hours of manual data entry.

Connecting Your Bank

1. Go to Settings > Bank Linking
2. Click Link Account
3. Search for your bank or financial institution
4. Log in with your banking credentials through the secure connection
5. Select the accounts you want to link

Security

RealBooks uses bank-grade encryption and secure third-party integrations to connect to your financial institution. We never store your banking credentials.

How Transactions Sync

• Transactions are imported automatically throughout the day
• New transactions typically appear within a few hours
• PennyAI categorizes and assigns each transaction to a property

Reviewing Transactions

1. Go to Transactions
2. Review PennyAI’s suggested categorization
3. Approve, edit, or split transactions as needed
4. Approved transactions flow into your expense reports

Multiple Accounts

You can link multiple bank accounts and credit cards. This is useful when you have separate accounts for different entities or properties.

Troubleshooting

• Connection lost — Re-authenticate by going to Settings > Bank Linking and clicking Reconnect
• Missing transactions — Some institutions have a 24-48 hour delay; check back later
• Duplicate transactions — RealBooks automatically detects duplicates, but you can merge them manually if needed

Availability

Bank Linking is available on Bird Dog, DIY’er, Mogul, and Executive plans.