Connect your bank once. Your transactions keep arriving.
Thousands of banks and cards, connected securely. You sign in at your bank in a secure window, and your accounts and transactions come into Countorra by themselves.
Included in Countorra Management and Countorra Tax.
Not every bank or every account type can be connected; the connection window shows whether yours can.
7 days free for a new account. A card is required to start; cancel before the 7 days end and you pay nothing.
Your bank
You sign in here, in a secure window. Your bank password stays with your bank.
Secure connection
Your balances and transactions are passed on to Countorra, read-only.
Countorra
Your accounts and transactions appear, sorted and ready. Countorra cannot move money.
How it works.
- Step 1
Choose Connect a bank
In Countorra, open Bank connections and choose Connect a bank. A secure window opens.
- Step 2
Sign in at your bank
Pick your bank and sign in there. Your bank may ask which accounts you want to share.
- Step 3
Your accounts appear
Each checking, savings and credit card account becomes an account in Countorra, with its posted transactions and the balance your bank reports. Countorra asks for up to two years of history; how much arrives depends on your bank.
- Step 4
It stays up to date
New transactions keep arriving. A pending one appears once it posts, and never twice.
- Checking account
- Account, balance and transactions
- Savings account
- Account, balance and transactions
- Credit card
- Account, balance and transactions
- Mortgage or loan
- Balance, counted in net worth and debts
- Brokerage or retirement account
- Value and holdings, in Investments
Everyday accounts arrive with their transactions. Loans and investments arrive as balances, so your net worth is complete.
Illustrative figures, not from any real account.
Why it matters.
- No more typing in transactions
- Once a bank is connected, its transactions arrive by themselves, every day.
- Your password stays with your bank
- You sign in at your bank, in a secure window. Countorra never sees or stores your bank username or password.
- Stop whenever you like
- Disconnect a bank at any time. The transactions already in your records stay.
Common questions.
More in the Help Centre: Connecting a bank.
Related features.
See the whole product- Transactions
Every transaction, in one list you can trust.
- Investments
See your investments next to the rest of your money.
- Debts and credit
See what you owe, and what it costs you.
Start with 7 days free.
New accounts choose Countorra Management or Countorra Tax and add a card. Nothing is charged during the trial, and if you cancel before it ends, you pay nothing.