Saturation allows you to connect your bank accounts and credit cards to streamline the process of actualizing transactions. This feature uses Plaid, a secure financial services platform, to import your transactions automatically.
Why connect your accounts?
Save time by automating transaction imports
Reduce manual data entry errors
Keep your budget up-to-date in real-time
Easily categorize and assign transactions to projects
How to connect an account:
1. Navigate to Transactions
Open your Saturation workspace
Click on "Transactions" in the left sidebar
2. Access Sources
In the Transactions page, locate the "All Sources" dropdown
Click to open the sources list
3. Connect a new account
Click the "Connect Account" button
A new window will open with Plaid's secure interface
4. Select your financial institution
Search for or select your bank or credit card provider
Follow the prompts to securely log in to your account
Some institutions may require additional verification steps
5. Authorize the connection
Review and accept the terms to allow Saturation to access your transaction data
Wait for the connection to be established (this usually takes a few moments)
After connecting:
Your transactions will begin populating in Saturation automatically
You can now select which projects these transactions belong to for actualizing
Managing connected sources:
To manage your connected accounts:
Go to the Transactions page
Open the "All Sources" dropdown
Hover over a connected source
Click the three dots (...) menu for more options
In this menu, you can:
Add the source to all projects or limit it to specific ones
Reconnect the source if the connection is interrupted
Disconnect the source if you no longer want to import its transactions
Tips for using connected accounts:
Assign transactions to projects promptly to maintain accurate budgets
Once you assign a transaction to a project, it will be removed from other project views to prevent duplicate entries
Regularly check your connected accounts to ensure they're still syncing properly
Use the transaction filters and search to quickly find specific entries
Troubleshooting:
If you encounter issues with your connected accounts:
Try reconnecting the source through the manage sources menu
Ensure you're using the most up-to-date login credentials for your financial institution
Check if your bank is experiencing any known issues with third-party connections
Contact Saturation support if problems persist
Security note:
Saturation uses Plaid, a trusted financial services platform, to securely connect your accounts. Your bank login credentials are never stored by Saturation, ensuring the highest level of security for your financial data.
Remember: As new transactions occur in your connected accounts, they will automatically populate in Saturation, keeping your financial data current and your budgeting process smooth.
For more information on using transactions in Saturation, check out our related articles on actualizing and budget management.