Wallet and Banking connector

Money questions are simple until you have to answer them. How much did I spend this week? Can I take this trip? What is left for groceries? The answer is scattered across cards and apps. Tase can connect to your wallet and banking so those questions have one place to land.

What Tase can do with Wallet and Banking

• Track spending against your budget so you know if you are on pace.
• Show balances across accounts in one view instead of five logins.
• Flag a charge that looks off before it becomes a bigger problem.
• Answer money questions in plain language using your actual numbers.

Set up the Wallet and Banking connector

1. 1

   Open Connectors

   In Tase, go to Settings, then Connectors, and choose Wallet and Banking.
2. 2

   Connect an account

   Link a card or bank account through the secure provider flow. You can start with one and add more later.
3. 3

   Set a budget

   Tell Tase what you want to spend this month in the categories that matter. It will track against that.
4. 4

   Ask about your money

   Try asking how much you have left for dining out this week. Tase will answer from your real transactions.

Privacy

Financial data is handled through a secure connection and used only to answer your questions and track your budget. Tase does not move funds, and you can disconnect any account at any time.