Connect your bank
Connect a supported bank feed and prepare your accounts.
Connect a bank account
Start a supported bank feed or prepare a manual bank account.
Understand bank-feed access and refreshes
Review the connection guide and find the refresh status for a connected account.
Disconnect a bank feed or archive a manual account
Review preserved records before disconnecting a feed or archiving a manual account.
Choose a bank feed or statement import
Choose how bank transactions enter Cybooks and understand feed refresh timing.
Fix missing or duplicate bank-feed transactions
Check connection health and duplicate warnings before changing bank lines.
Manage a bank account and its connection
Edit allowed account details, request a refresh or restore an expired connection.