How to Add Bank Accounts on SimpleFin

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Before you start: You need a SimpleFin account with an active subscription. If you haven't set one up yet, follow our SimpleFin setup guide first.

Go to SimpleFin Bridge

Visit beta-bridge.simplefin.org and sign in with your SimpleFin account. This is the dashboard where you manage all your bank connections.

Click "Add a bank account"

On the Bridge dashboard, click the button to add a new bank account. SimpleFin will show you a search bar to find your bank.

Search for your bank

Type your bank's name (e.g. "Chase", "Bank of America", "Ally"). SimpleFin supports thousands of financial institutions across the US. Select yours from the results.

Sign in to your bank

You'll be asked to enter your bank's login credentials. These go directly to your bank — SimpleFin acts as a secure intermediary. You may need to complete multi-factor authentication (text code, email code, etc.).

Select which accounts to connect

After signing in, you'll see a list of your accounts at that bank (checking, savings, credit cards, etc.). Select the ones you want CashState to track. You can always change this later.

Repeat for other banks

Got accounts at multiple banks? Repeat steps 2-5 for each one. SimpleFin supports up to 25 accounts on a single subscription. Once connected, CashState will automatically sync all your transactions and balances.

Your credentials are safe. Your bank login goes directly to your bank through SimpleFin's secure connection. CashState never sees or stores your bank password — we only receive read-only transaction data.

Bank not showing up? Some smaller banks or credit unions may not be supported yet. SimpleFin is constantly adding new institutions. Check back later or let us know which bank you need.

Previous guide How to Set Up SimpleFin