Ruby Money scans connected bank accounts for income & expenses allowing you to keep your self-employed finances organized and all in one place.

What bank accounts can I connect?

We use Plaid to securely connect to over 11,000 US banks and credit unions. To see if your bank connects you can search for your institution here.

You can connect personal or business bank accounts that are registered in your name.

You can connect to one primary account for tracking employed income and making tax payments. This should be the checking account your client payments are deposited into.

In addition, you can connect multiple additional account to track expenses.

Note: Your tax estimate is still using the total estimated expense amount from your tax profile (located **settings icon (⚙️)**in the top right corner of the app)

Adding and Managing Connected Accounts

You can view, add and delete all connected accounts from the Connected Accounts screen.

• Click the on the **settings icon (⚙️)**in the top right corner of the app
• Navigate to the Connected Accounts screen
• To add an account click, Add Account and follow the Plaid instructions to connect your additional bank account or credit card to scan for expenses and write-offs.
• To delete an account click Disconnect account and hit the confirm button. When you disconnect an account all transactions will be removed from the app.

Adding funds to you Ruby Money account?