Connect a bank (bank feeds)
Business and upOwner or admin
Transactions arrive on their own; you match them.
- Turn on two-step sign-in first (Settings → Account & security). Bank connections are refused without it.
- Banking → Bank feeds → Connect a bank. You sign in on your bank's own page through Plaid; Todah never sees your bank password.
- Choose which accounts to import. Chequing, savings and credit cards are on by default; switch any account off in the same card.
- New lines arrive on the schedule in Settings → Notifications → Schedule (every 6, 12 or 24 hours), or sooner when your bank reports them. Check now fetches immediately.
Business includes up to 5 bank logins, Enterprise 30. One login covers every account at that bank. If a bank asks you to sign in again, the card says so and Reconnect takes you through it.
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Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.