How do I connect my bank?

In order to connect your bank, you need to follow these steps: 

  1. Open the Woolsocks app. During signup, you will be prompted to connect your bank. 
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  2. Select the country of your bank. 
    WhatsApp_Image_2022-01-17_at_18.22.08.jpeg

    3. Find your bank.
    WhatsApp_Image_2022-01-17_at_18.22.09.jpeg

    4. Agree with the terms and conditions of BudgetBakers. (SRO BudgetBakers is our partner that creates the bank connection, and is a licensed Account Information Service Provider).
    WhatsApp_Image_2022-01-17_at_18.22.07.jpeg

    5. In your banking app, authorise your bank to connect with BudgetBakers.
    WhatsApp_Image_2022-01-17_at_18.22.10.jpeg

    If you have multiple accounts with the bank, select which accounts you'd like use with Woolsocks.
    Now, you can connect another bank account, or you're done!

In general, you should be able to connect almost every bank available in your country. Day-by-day, we are striving to improve our service. However, it may be possible that your bank it is not yet available. In this case, do not hesitate to reach out to us and tell us which bank you are using. We will do our best to add it to the Woolsocks app! 

 

Other articles you might find interesting:

How do I remove a bank account from the app?

Can I export my Insights to Excel?

 

If you need further assistance, please click this link to send us a request.

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