When you sign up for CashFlow Manager, you will be asked to connect a bank account using Open Banking. This allows us to collect and verify your account number and sort code so that you can start making and receiving payments via CashFlow Manager. It will also allow us to pull all your bank account transaction data into CashFlow Manager to give you an aggregated view of your balances and transactions.
You can read more about Open Banking here.
To connect a bank account:
Choose your bank from the list displayed by tapping it.
You will be taken to a screen explaining which data will be shared with us. Please review this carefully and press “Continue” in order to proceed.
You will be redirected to your banking app to give consent. Please follow the instructions in your banking app to do so.
Once done you will be redirected to CashFlow Manager and you will receive a confirmation that your bank account has been successfully added!