To get the most out of Workplay’s budgeting tools, connect your accounts so our AI can see the full picture of your finances.

Start by linking your main checking account, the one where your income is deposited and bills are paid.

From there, you can add other accounts like credit cards, student or auto loans, mortgages, or even investment and retirement accounts. The more you connect, the smarter and more personalized your Workplay Blueprint becomes.

If you bank with a major institution such as Chase, Bank of America, or Wells Fargo, just follow the simple steps below.

1. To add a new financial account to Workplay

1. Click on the hamburger menu from the Dashboard.
2. Tap 'Linked Accounts".
3. tap the "+".
4. Select your financial institution or search for it by name if it is not listed.
5. Enter your financial account credentials.

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