Accounts
What's connected, and how. Conditional treats the connection method as a swappable part — nothing in the app depends on which one you use.
Northbank Credit Union
syncing normally- Everyday CheckingChecking ····4417$3,150.00
- Reserve SavingsSavings ····9082$12,400.00
Meridian Card
syncing normally- Meridian RewardsCredit card ····3310 · $1,865 of $8,000 used−$1,864.50
Ways to connect
File import
onUpload a CSV or OFX export from any bank. Nothing leaves your browser until you save it.
- Cost
- Free, always.
- Self-host
- Yes
SimpleFIN Bridge
offLive balances and transactions from most US banks. You hold your own credentials.
- Cost
- About $1.50/month, paid by you directly to SimpleFIN.
- Self-host
- Yes
Plaid
offThe widest US bank coverage. Available on the hosted plan.
- Cost
- Billed per connected account. Covered by the hosted plan.
- Self-host
- Hosted plan only