How to connect payroll
- Open Banks, payroll & credit - it’s in the sidebar on desktop web, and under Settings on a phone and on iOS
- Under Add new, choose Payroll
- Sign in to your payroll provider through the secure connection widget
On iOS, the banner about seeing more than your deposits on the Income screen opens the same flow.
Gig and delivery work
If you drive, deliver, or shop for a gig platform, there are two ways to bring those earnings in, and you can use both.- As a bank - connect the account your payouts land in. Start here when you can: the deposits come in as income, and the same connection also gives you spending, balances, and recurring tracking. See How to Link Your Financial Accounts.
- As payroll - connect the platform itself and sign in with the account you already use for work. Use this when you can’t sign in to the bank or card behind your payouts, which is common with payout cards that have no online banking login of their own.
What you unlock
A payroll connection adds detailed pay data on top of what bank deposits already show:- Gross vs. net pay - what you actually earned vs. what hit your bank account
- Deductions - taxes (federal, state, FICA), insurance, retirement contributions, other withholdings
- Employer info - company name, role, pay schedule, tenure
- Pay statements - downloadable pay stubs (provider-dependent)
- Income overview
- Viewing pay statements
- Understanding deductions
- Tax withholdings
- Tracking multiple employers
Free vs Pro plan
- Free plan - 1 payroll connection (separate from the 1 bank connection slot)
- Pro plan - unlimited connections of both types
Refreshing payroll data
On the web, payroll connections don’t have a manual Refresh button, and the Sync All button on the Banks, payroll & credit page only syncs bank connections. Payroll data syncs automatically on a backend schedule when your provider posts a new pay period.On iOS, you can pull down to refresh on the Income screen to pick up newly synced pay periods.
Managing a payroll connection
Once connected, a payroll connection lives alongside your bank connections and you manage it the same way:- View its status: see what each status badge means
- Re-authenticate if it breaks: see Reconnecting accounts
- Remove it: see Removing an account