Bank sync, built for trust
Connect accounts so your budget reflects real balances and transactions — without handing us your bank password.
SaveIt uses Plaid, an industry-standard connection layer used by thousands of apps. You sign in through your bank's own flow; we never see or store your login credentials.
What syncs
After you link an institution, we import transactions and balance signals your bank makes available through Plaid so you can assign dollars to categories, reconcile activity, and keep goals current.
Security & privacy
- Connections are read-focused for budgeting — not for moving money.
- Data is encrypted in transit and at rest, with access limited to what you need to budget.
- You can disconnect an institution anytime from settings; syncing stops immediately.
You stay in control
Bank sync is optional. You can use SaveIt manually and add accounts only when you're ready. Questions? Reach out.