Tracking
Connect your bank with Plaid
Link checking, savings, and credit cards securely.
Automatic sync sounds great until you're not sure whether Lane can move money or only read balances.
Lane uses Plaid for read-only bank connections. We never see your login credentials and cannot move money.
From onboarding or Dashboard → Banks, open Plaid and select your institution. Choose every account you want included in your reports.
If a connection fails, try again or use a different institution login. Sandbox mode is available in development for testing.
Frequently asked questions
Can Lane move money or pay bills through Plaid?
No. Lane uses Plaid for read-only bank connections. We never see your login credentials and cannot move money.
Where do I connect my bank accounts?
From onboarding or Dashboard → Banks, open Plaid and select your institution. Choose every account you want included in your reports.
What should I do if Plaid connection fails?
Try again or use a different institution login. Sandbox mode is available in development for testing.