Set It Up Once, Track Everything
Manual entry is great for mindful budgeting, but sometimes you want transactions to just appear. Bank Sync connects your accounts through Plaid and automatically imports transactions as they post.
How It Works
- Connect securely: Link your accounts through Plaid. We never see your login credentials.
- Transactions sync automatically: New charges appear in Halfway within hours of posting.
- Smart categorization: AI analyzes merchant names and assigns categories automatically.
- Review and classify: Swipe or tap each new transaction to mark it as shared or personal.
Read-Only Access
Bank connections through Plaid are strictly read-only. Halfway can see your transactions and balances but can never initiate transfers, make payments, or modify your accounts in any way.
Available in the US and Canada
Bank sync is currently available for accounts in the United States and Canada. Connect checking accounts, savings accounts, credit cards, and investment accounts from thousands of supported institutions.
Premium Feature
Bank sync is part of the Premium plan. One subscription covers both partners, giving you both unlimited connected accounts and automatic syncing.
Get Started
Sign up for Halfway Premium to connect your first bank account. The setup takes about 2 minutes, and your first transactions will sync within hours.
