Bank Integrations

Bank Integrations in Lucid Dreams enable the automatic import of transaction data from your bank accounts.

This feature ensures that your cash flow statements and balance sheets remain accurate and current by seamlessly incorporating real-time banking information into your financial management processes.

Steps to Integrate Bank Accounts

1. Access Integrations

Navigate to Settings > Integrations.

2. Add Bank Account

Select the option to add a new bank integration.

3. Choose Your Bank

Browse and select your bank from the list of available options.

4. Authenticate Your Account

Follow the authentication process to connect your bank account with Lucid Dreams.