Connect your first bank
Connect your accounts, authorise access and complete your first bank sync.
Connect your bank
- Create your Surplus account and complete the introductory questions.
- Start bank setup and find your bank in the list.
- Review the connection information, then continue to your bank.
- Sign in with your bank, choose which accounts to share and complete its authorisation steps.
- Return to Surplus and wait for the first sync to finish. Your accounts and transactions are imported and processed before your financial overview appears.
- Connect the other accounts you use for income and spending, then review your Surplus setup.
Surplus supports UK banks only.