Account Linking
What is Account Linking?
Account linking lets you connect your bank, credit card, and other financial accounts to Roo. Once connected, transactions are imported automatically so you don’t have to enter them by hand.
How to Link an Account
- Go to Accounts in the Roo app.
- Tap Add Account and select Link Account.
- Search for your bank and sign in with your credentials.
- Select which accounts to link.
Supported Institutions
Roo supports thousands of banks and credit unions. If your institution isn’t listed, you can always add accounts manually.
Manual vs. Linked Accounts
| Manual | Linked | |
|---|---|---|
| Transaction entry | You enter each one | Imported automatically |
| Balance updates | You update manually | Synced periodically |
| Supported everywhere | Yes | Depends on institution |
Both types work equally well for budgeting — choose what fits your workflow.