Skip to main content
All CollectionsFinance and PaymentsPayments
Link a bank account or card to your Finance Overview page
Link a bank account or card to your Finance Overview page

Link your accounts and cards to power your Finance Overview and get greater visibility of your business finance from one place.

Updated over a week ago

Linking your accounts and cards allows HoneyBook to aggregate your balances and spending, giving you a clear view of your financial situation. Monitoring all your bank account balances and card expenses in one place helps you understand your business’s financial health and make 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.

  1. From the top navigation bar, select Finance > select Overview

  2. In the External funds section, select Link account

  3. Link your account through Plaid. HoneyBook does not store your account credentials.

    1. Visit Plaid’s help center to resolve any error messages you get at this step.

Unnamed

Once you finish linking your account, it should appear in the External funds section.

Unnamed

View specific account balances

After linking a bank account or card, you can view its balance in the External Funds section. If you connect an external bank, all your accounts with that bank and their balances will be displayed. Each account will be listed under the bank, and the total balance will be displayed next to the bank name.

Unnamed


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.

  1. In the External funds section, find the unlinked account or card

  2. Hover over the unlinked account or card > select Reconnect

  3. Go through Plaid’s process to relink your account

Unnamed


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.

  1. In the External funds section, find the account or card you want to rename

  2. Hover over the account or card, then select the triple-dot icon > select Rename

  3. Enter the nickname > select Save

Unnamed


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.

  1. In the External funds section, find the account or card you want to rename

  2. Hover over the account or card, then select the triple-dot icon > select Delete

  3. Read the warning message > select Delete

Unnamed

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!

Did this answer your question?