Hemlane’s bank integration feature lets you connect your bank account directly and associate transactions with the property or properties you have on Hemlane. To integrate your bank account, add it directly to Hemlane using our partner, Plaid.
How Much Transaction History Can Be Synced?
This feature can sync up to 2 years of previous financial history. Some banks provide less, as shown below:
- Capital One: 90 days of transaction history
- Bank of America Checking, Savings, and Mortgage: up to 18 months of transaction history
- Bank of America Consumer Credit Card: the current statement cycle plus 11 previous statement cycles
- Bank of America Business Credit Card: the current statement cycle plus 17 previous statement cycles
- US Bank: 18 months of transaction history
- USAA Checking, Savings, and Mortgage: up to 18 months of transaction history
- Citi: up to 18 months of transaction history
To Integrate Your Bank Transactions Within Hemlane
Step 1: Navigate to the Financials tab on the left-hand main menu, then select the Transactions section along the top.
Step 2: Click the Connect Bank button toward the top right of the page.
Step 3: On the next page, select “New bank sync connection” and click the blue Connect via Plaid button.
Step 4: Follow the prompt and click Agree to use Plaid. Please note that only major banks are supported through Plaid.
You may be asked to enter your phone number. If you prefer, you can bypass this by clicking “Continue without phone number”.
Step 5: Select your banking institution from the list, or search for your bank by name using the search bar.
(Please note: Bank integration is only available with major banks through Plaid.)
Step 6: After selecting your bank, click Continue to log in using your bank’s online username and password to establish the connection.
Step 7: Once you have selected the account you would like to connect with Hemlane, you will see a confirmation of the connection from Plaid. Click Continue to return to your Hemlane account.
Step 8: Within Hemlane, you will also receive a confirmation of your account’s connection. Click Return to go back to the Transactions section, where your bank will now be displayed.
If you cannot find your bank during the Plaid search, please see: What If My Bank Does Not Appear in Plaid?
To Select Which Bank Accounts to Sync Within Hemlane
Step 1: Navigate to the Financials tab on the left-hand main menu, select the Settings section along the top, then click into Bank Sync.
Step 2: Click any visible account to either Disable Sync or Enable Sync.
Keywords: Bank sync, bank integration, plaid, connect bank, transactions