Data Pipeline
Manage ingest, account setup, and import operations from one place. Ops view: Health.
Import transactions first, clean up uncategorized rows, then set the first budget.
Starting fresh with your own data?
This clears current account data, including demo seed data, and resets the workspace.
| Name | Type | Institution |
|---|---|---|
| Chase Plaid 401k | Brokerage | Manual |
| Chase Plaid Business Credit Card | Credit Card | Manual |
| Chase Plaid CD | Checking | Manual |
| Chase Plaid Cash Management | Checking | Manual |
| Chase Plaid Checking | Checking | Manual |
| Chase Plaid Credit Card | Credit Card | Manual |
| Chase Plaid HSA | Checking | Manual |
| Chase Plaid IRA | Brokerage | Manual |
| Chase Plaid Money Market | Checking | Manual |
| Chase Plaid Mortgage | Mortgage | Manual |
| Chase Plaid Saving | Savings | Manual |
| Chase Plaid Student Loan | Loan | Manual |
| Primary Checking | Checking | Manual |
Start with one statement from one account. Preview runs automatically when you choose a file. Use advanced options only if auto-detect gets the format wrong.
PDF import is in beta and works best with text-based bank or credit card statements.