Finances · updated 2026-08-08

How to connect your bank account and credit card in Dumpster Controls

Linking your business checking account and credit card lets the app pull balances and transactions so you can categorize spending and match charges to your recorded costs.

1. 1

   Open Reconciliation

   From Finances, click the "Reconciliation" pill. The "Accounts" card explains: link your checking and credit card so transactions can be imported and costs matched across all accounts. Click "Link Checking" or "Link Credit Card".

2. 2

   Authorize in Stripe

   The "Connect your bank" modal ("Powered by Stripe Financial Connections") opens Stripe's window where you pick your bank and log in there. Click "Connect Bank Account", or "Connect Another Account" if one is already linked.

3. 3

   Confirm the link

   On success you see "Bank connected successfully!" and the account appears under "Linked Accounts" with its institution, last 4 digits, and "Available" and "Current" balances. On the page, linked accounts show a "Connected" chip.

4. 4

   Manage accounts later

   Click "Manage" to reopen the modal, refresh a balance with the refresh icon, or disconnect an account with the unlink icon. A "Bank balance" tile on the page shows your combined balance with a refresh button.