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Connect your accounts

Bring your supported accounts and recent financial information into Moolah.

Why this helps

A connection can keep supported balances and transactions more current than manual entry alone. You stay in control of the consent you give.

Before you start

  • Have access to the institution’s approval flow.
  • Use the current mobile app for this guide.

  1. Start from Cashflow

    Open Cashflow. If Set up cashflow is shown, choose Connect bank + track transactions. Other connection entry points may also be available, but this is the canonical starting point for this guide.

  2. Choose the institution and give consent

    Search for the institution, select it, then choose Continue. Review the consent request in the secure Basiq flow and approve only the access you are comfortable sharing.

  3. Wait for the accounts to arrive

    Return to Moolah and allow the import to finish. Do not begin another connection while the first attempt is still waiting for account data.

  4. Tell Moolah what each account represents

    Review every suggested account. Use Type to choose the closest match for what the account represents, rather than relying only on its nickname.

  5. Confirm all accounts

    Check that the intended accounts are included and confirm the complete set. Moolah can then use their balances and recent activity in relevant views.

A quick trust check

The connection is intended to retrieve supported financial data. It cannot move money, make payments or change your bank accounts.

You’re finished when…

If the connection does not complete

Use the recovery steps for browser handoff, expired links, waiting states and fresh attempts.

Fix a bank connection

Search Learning Centre

Contact Moolah supportOpen the mobile support conversation and provide the details needed to help you continue.Fix a bank connectionRecover when consent does not open or the connection does not finish.Get helpManage billing or restore accessUse the original purchase channel to manage a subscription or recover paid access.Build your Net Worth pictureBring what you own and owe together, with current values and no double counting.Connect your accountsBring your supported accounts and recent financial information into Moolah.Create a goalDefine something you want to work towards and track your progress.Plan your next 12 monthsBuild a realistic forecast, find potential savings and spot the months that need a buffer.Learning centreRead your CashflowSee what happened, compare it with your plan, and know what to do next in Moolah on Web, iOS or Android.Understand your longer-term directionRead how your current choices could affect future goals and financial independence.Give next cycle’s money a jobUse Income Mapping to plan what available money will fund next.Review your monthCheck what changed and make one useful adjustment to your plan.How Moolah connects your moneyBuild a living picture of your money and use it for your next decision.Why I built MoolahMoolah exists to help you live well now, care for what comes next and stay in control of your financial direction.How to get control of your moneyBuild a clear picture of what is happening, choose a practical review rhythm and act on the issue that matters most.How to get one month ahead with moneyBuild an income pool for the next period safely, whether your useful rhythm is monthly, fortnightly, weekly or payday-aligned.How to make a financial decision with confidenceCompare financial options using the same assumptions, see the trade-offs and keep the final choice in your hands.How Moolah connects to your financial dataUnderstand the consent flow, read-only access and the control you keep over a connection.Add or change a cashflow itemKeep your future income and spending assumptions realistic.