Connect Canadian banks, credit unions, credit cards and investment accounts in about a minute. The connection is read-only, your banking password never reaches us, and refreshes are unlimited on paid plans.
How linking works
Choose your bank and sign in through the bank's own secure window
Pick the accounts you want to share — chequing, savings, credit cards, investments
Balances and recent transactions arrive, categorized, in about a minute
What MoneyLens can and cannot do
Reads account names, types and balances
Reads transaction dates, amounts, descriptions and merchants
Cannot move money, pay bills or make transfers
Never sees or stores your online banking password
Cannot change anything at your bank — the connection is read-only
Bank not listed? You are still covered
Upload a PDF or CSV statement and MoneyLens reads every line with a confidence score
Tell the AI agent "log $80 groceries yesterday" and it writes the entry
Add accounts, assets and debts by hand — they still count toward net worth and your plan