Moneytree aggregates data via a financial institution’s provided API or via direct collection from their official websites.

This FAQ explains how to re-authenticate the financial institution with API connections.

Please note that there is an expiration date for authentication, and re-authentication is required periodically.

The screenshots attached to this FAQ are examples. The actual screen may differ depending on the financial institution.

iOS App / Android App

1. iOS: Tap “+” on Balances Screen

Android: Tap upper right icon and "Connection Settings" on the Balances screen

2. Tap “Update Connection”

3. Tap “Reauthenticate this account”

*You can see the explanation of API connection when you tap “Why do I need to authenticate?”.

4. Transition to the API screen and follow the instruction which is provided by the financial institution.

​Web App

1. Login to Moneytree Web App: https://app.getmoneytree.com/login

2. Click “Personal” and “Balances”

3. Click “Fix it”

4. Click “Reauthenticate Financial Service”

*You can see the explanation of API connection when you tap “Why do I need to authenticate?”.

5. Transition to the API screen and follow the instruction which is provided by the financial institution

Other Notes:

The account will be duplicated if you add a new financial institution, not re-authentication.

Once you delete the connection, all data will be gone.

Please do not return to Moneytree by clicking the back button on your browser after the authentication is done.