Basics
Getting started with Lane
Create your account, start your trial, and connect your first bank.
You signed up for another finance app and stalled at bank link — or connected once and never opened the dashboard again.
Sign up for Lane and choose a Starter or Pro plan. Every paid plan includes a free trial—card required, first charge after the trial ends.
Complete the short onboarding flow: choose your plan (7-day free trial, card required), then connect a US bank through Plaid. You can skip bank connection and link later from the dashboard.
Once connected, Lane syncs recent transactions and builds your cashflow chart automatically. Open the dashboard to review spending and recent activity.
Frequently asked questions
How do I create a Lane account?
Sign up for Lane and choose a Starter or Pro plan. Every paid plan includes a free trial—card required, first charge after the trial ends.
Do I have to connect a bank during onboarding?
No. You can skip bank connection during onboarding and link accounts later from the dashboard when you are ready.
What happens after I connect my first bank?
Lane syncs recent transactions and builds your cashflow chart automatically. Open the dashboard to review spending, net worth, and recent activity.