Connect your bank. Warm keeps it current.

Sign in at your bank. Balances and transactions sync to Warm without manual entry.

Create your dashboard See all features
Example data

Warm can read your accounts. It cannot change them.

  • Your bank password stays at your bank You sign in at your bank. Warm never gets that password.

  • Warm cannot move money Bank connections are read-only.

  • Transactions sync on their own New transactions arrive without manual entry.

  • Your plan sets how many bank logins you can connect Plus and Pro each include a set number. The pricing page lists both.

Transactions arrive without manual entry.

New transactions from connected accounts show up in one list.

Example data

Use a file when a bank cannot connect.

Upload a supported CSV or OFX export to add its transactions.

About CSV import

Connect your first bank.

Create your dashboard