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You can begin linking a bank account from two places in Commander Finance:
  • From the Home page or Accounts page, click Add Account, then choose Automatic in the Choose Account Type dialog.
  • From the Connections page in the sidebar, click Sync New Account.
Either option opens the Link a bank account workflow, which walks you through four steps: choose an import range, connect your bank, review the connection, and finish.

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Choosing an import range

The first step sets how much transaction history to import alongside future transactions. Pick one option:
  • Future transactions only—start fresh from today, with no past transactions.
  • Last 6 months, Last 12 months, or Last 24 months of past transactions.
  • Custom start date—any date within the last two years, set with the date picker.
Click Continue to open the secure Plaid window. The import range can’t be changed once that window opens, so set it before you continue.

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Connecting your bank

The secure Plaid window guides you through selecting your financial institution and entering your banking credentials. After authentication, Plaid may present multiple authorization screens to verify your identity. Once verified, you select which accounts from that bank you want to import into Commander. You can select multiple accounts from the same institution during this session, though linking accounts from different banks requires separate sessions.

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Reviewing the connection

After you finish in Plaid, Commander shows the Review connection step with the accounts you selected, your chosen import range, and the bank provider.
1

Review the connection details

Confirm the listed accounts, the import range, and the bank provider.
2

Create the connection

Click Confirm & connect to create the connection and start importing.
Commander then runs the Finishing the connection step and shows Bank connected once the link is in place. Click Done to close the workflow.

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Waiting for initial sync

Commander returns you to the page where you started the linking process. Your new accounts appear in the accounts list as Commander imports account and transaction data from your bank. The account balance updates as transactions import over the course of a few minutes, depending on the volume of historical data. Once syncing completes, the accounts appear alongside manual accounts for budgeting purposes, with Commander importing future transactions automatically through Plaid.