On Solo and Family, you connect your bank under Accounts → Connect bank. Through finAPI you grant read-only access at your bank, then you match the accounts and fetch the bookings.
Three steps under Accounts (the bar always shows the next one)
Connect bank. Pick your bank and tick every account type you want to connect. Current and savings accounts are preselected. Securities, card, building savings, loan and membership can go on the same form if your bank provides them. One bank form covers them all. Then confirm at your bank with your PIN and app/TAN.
Match. Match each bank product to a Westara account: link, create or skip.
Fetch. Cash lands in Actuals, broker transactions in Activity.
Westara never stores bank passwords, PINs or TANs. Every fetch, including the first, covers about the last 90 days. Import older months as a file.
Adding more accounts later
If the bank is already connected, open Connect bank, the account overview, or Integrations → Banks & brokers. Tick the missing types and add them together. This stays on the same login. Accounts you've already linked stay as they are.
A later form may show your current or savings account again. It's the same account, not a second one: when matching, link it to the existing Westara row.
If the bank can't show a type with your current consent, Westara asks you to sign in once more on the same login. That first silent attempt doesn't mark the type as "not included". Only if the extra sign-in doesn't deliver it either is it treated as not included.
Removing types
Tick connected types and remove them together. Your Westara bookings stay, and so does the login. Disconnecting and reconnecting, by contrast, counts as a new import.
Sandbox bank
While the app shows Sandbox bank, these bookings don't come from your live bank.
In the app
- Accounts
You’ll find these areas in Westara after signing in.
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Related articles
- Is the bank connection safe? Yes. The bank connection is a licensed account information service (AIS): it reads balances and transactions and can't move money.
- How do I match bank accounts, including joint or skipped ones? After you grant access, you use Match bank accounts to match each bank product to a Westara account: Link to, Create new or Skip.
- How do I fetch bank transactions, and where do they go? After matching, tap Fetch bookings. Cash transactions land in Actuals, broker transactions in Activity. This depends on the bank product, not on the Westara row.