Connect your bank account

Connect a US bank or credit card so BooksGPT imports and categorizes your transactions for you. The connection is read-only, so BooksGPT can see your transactions but can never move money.

1. In the left sidebar, click Banking. This opens your Connected accounts page.
2. Click Connect a bank (top right).
3. Search for your bank, or click a popular tile (Chase, Bank of America, Wells Fargo, American Express, Mercury, Brex, and more). You can pick any of 5,000+ US banks and credit unions inside the secure window.
4. Choose how far back to import: Last 90 days (the fastest), 6 months, or a custom range. History goes back up to 6 months. Click Continue.
5. A secure window opens. Sign in to your bank and choose which accounts to connect.
6. Back in BooksGPT, your accounts are mapped to your books automatically.
7. Choose Just import to categorize them yourself, or Import + AI categorize to let BooksGPT categorize on import. You land on the Transactions page to watch them sync.

Your accounts then sync automatically every day. To refresh sooner, click the resync icon next to an account on the Connected accounts page.

Good to know:

• Supported account types are checking, savings, and credit cards. US banks only.
• If a bank will not connect, you can import transactions by CSV instead. Use Import a CSV under the sidebar More menu for a single statement, or see "Switch from Wave or QuickBooks" for a full migration.

Updated on: 20/06/2026