When you link your accounts and cards, HoneyBook can sum up your balances and expenditures to inform you of your financial situation. Keeping tabs of all your bank account balances and card expenditures in one place can help you understand your business’s financial health and help you get more informed decisions.
Link an external bank account or card
One of the first steps you can take to seeing your financial health all in one place is to link your external bank accounts or cards to HoneyBook. You’ll link the accounts or cards from the External funds section of the Finance Overview page.
From the top navigation bar, select Finance > select Overview
In the External funds section, select Link account
Link your account through Plaid. HoneyBook does not store your account credentials.
Visit Plaid’s help center to resolve any error messages you get at this step.
Once you finish linking your account, it should appear in the External funds section.
View specific account balances
Once you’ve linked a bank account or card, you can see that account’s balance right from the External funds section. If you link an external bank, all the accounts (and their balances) you have with that bank will be pulled in. These accounts will appear under the bank and will show their individual balances. The number next to the bank name is the sum of those accounts.
Relink accounts or cards
If there was an interruption between Plaid and your linked account, HoneyBook will notify you when you land on the Finance Overview page.
In the External funds section, find the unlinked account or card
Hover over the unlinked account or card > select Reconnect
Go through Plaid’s process to relink your account
Rename a linked account or card
You can give a nickname to any account or card you link to help you remember what they’re for.
In the External funds section, find the account or card you want to rename
Hover over the account or card, then select the triple-dot icon > select Rename
Enter the nickname > select Save
Delete a linked account or card
You can remove linked accounts or cards at any time. If you choose to do this, the account or card you delete will no longer be factored into your financial snapshot.
In the External funds section, find the account or card you want to rename
Hover over the account or card, then select the triple-dot icon > select Delete
Read the warning message > select Delete
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!