Open Banking via TrueLayer
Open Banking via TrueLayer
The platform connects to your bank accounts using TrueLayer, a regulated Open Banking provider. Once connected, your transactions are automatically imported and categorised against HMRC expense and income categories, ready for your quarterly MTD submissions.
How to connect a bank account
- Navigate to Bank Accounts in the sidebar.
- Click Connect a bank account.
- You will be redirected to the TrueLayer authorisation flow. Select your bank and log in.
- Grant the requested read-only permissions and confirm.
- You will be redirected back to the app. Your connected account(s) and recent transactions will appear automatically.
Note (v1.0.304): A bug was present in earlier builds where accounts and transactions did not appear after a successful authorisation. This is fixed as of v1.0.304. If you attempted to connect a bank account before this version and saw an empty account list, please disconnect and reconnect your account.
What data is imported
| Data | Detail |
|---|---|
| Account name & number | Used to identify the account in the app |
| Transactions | Date, amount, merchant name, and reference |
| Balance | Current balance shown on the accounts screen |
TrueLayer access is read-only — the platform cannot initiate payments or modify your bank account in any way.
Supported banks
All UK banks supported by TrueLayer's Data API are available, including major high-street banks and challenger banks. See TrueLayer's coverage page for the full list.
Reconnecting or revoking access
- To reconnect an account (e.g. after a token expires), go to Bank Accounts, select the account, and click Reconnect.
- To revoke access, click Disconnect on the account. You can also revoke access directly from your bank's Open Banking permissions screen.
Troubleshooting
Accounts not showing after authorisation
This was a known bug fixed in v1.0.304. Ensure you are on the latest version. If the problem persists after updating, try disconnecting and reconnecting your account.
Transactions not importing
This was also addressed in v1.0.304 as part of the same post-authorisation data-loading fix. If transactions are still missing after reconnecting, contact support with your account ID and the date of authorisation.
Authorisation fails or redirects incorrectly
Ensure you are not using a browser extension that blocks third-party redirects. If the issue continues, try an incognito/private window.