Accounts and Connectivity
Link your bank, manage accounts, and troubleshoot connections.
9 articles
Supported Account Types
All the account types you can track in NivoaFlow, from chequing to property and vehicles.
How Institution Sync Works
How NivoaFlow uses Plaid to securely sync your transactions automatically.
Connecting a Brokerage
Link an investment account so balances, holdings and contributions sync on their own.
Reconnecting an Expired Institution
How to fix a broken institution connection when your credentials expire or change.
Adding Manual Accounts
How to create accounts without institution sync for cash, foreign accounts, or Free plan usage.
CSV Import Column Mapping
Detailed guide to mapping CSV columns during import, including supported source formats and deduplication.
Multi-Currency Accounts
How NivoaFlow handles multiple currencies, exchange rates, and reporting across different account currencies.
Credit Card Balance and Limits
How credit card balances, limits, and utilisation are tracked in NivoaFlow.
Troubleshooting Bank Connections
Fix the most common bank sync errors: reconnect prompts, login failures, MFA, stale balances, and rate limits.