Purpose: Link Canadian chequing, savings, and credit cards so Klyrr imports history and keeps transactions syncing automatically — without uploading files by hand.

App page: Menu → Banks (app.klyrr.ca/.../app/banks).

Connect an institution

1. Open Banks.
2. Tap Connect an institution.
3. Choose your bank or credit card issuer in secure Plaid Link and sign in there (not on a Klyrr form).
4. Select the accounts you want to share (chequing, savings, credit cards).
5. Confirm. Klyrr imports up to 24 months of history when your institution supports it, then syncs new activity automatically (typically daily).

Privacy: Klyrr never sees your bank password. Connections use Plaid; access tokens are encrypted at rest. Only you can disconnect.

Works with Canada's major banks — TD, RBC, Scotiabank, BMO, CIBC — and most other Canadian institutions, plus Desjardins, Tangerine, Simplii, National Bank, and credit cards when available via Plaid.

After you connect

• Status may show Syncing, Recent transactions ready, or History synced while the first import finishes.
• Use Sync now if you want a fresh pull sooner.
• If you see Reconnection required, tap Reconnect and complete Plaid Link again (banks sometimes ask you to re-approve access).

Disconnect

1. On Banks, open the institution card.
2. Choose Disconnect and confirm.
3. Future syncs stop. Existing transactions stay in Klyrr.

Still prefer files or receipts?

• One-off statement uploads: Menu → Import (see Import bank statements).
• Cash or in-store purchases your feed may miss: tap + and snap a receipt.

Tips
- Connect once, then let daily sync do the heavy lifting.
- You can connect more than one institution (e.g. bank + credit card).
- Prefer not to connect? You can still use snap, manual entry, and Import anytime.

Part B — Français