Connected Accounts

When you choose to connect an account, Plaid presents the bank connection flow. After you approve access, Plaid provides Tranxacty with account and transaction data needed to power the service.

Tranxacty does not receive your bank login credentials from Plaid.

• Institution name.
• Account display name, account type, and account subtype.
• Masked account number, such as the last four digits.
• Available and current balance when supported.
• Transaction date, description, merchant name when available, amount, currency, pending status, payment channel, and Plaid category information.
• Plaid identifiers needed to maintain the connection and sync transactions.

• Display connected accounts and balances.
• Import and sync transactions.
• Suggest and apply bookkeeping rules.
• Power income, expense, merchant, account, and category analytics.
• Support user-requested exports and bookkeeping review workflows.
• Detect errors, abuse, duplicate records, and sync problems.

You can disconnect a connected account from Tranxacty. When you do, Tranxacty removes imported local data associated with that account and attempts to revoke the Plaid item when possible.

You may also be able to manage Plaid connections through Plaid or your financial institution.

Plaid processes data under its own legal and privacy terms. Review Plaid information at plaid.com/legal.

This disclosure supplements our Privacy Policy and Security page.