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Recontrol connects , and . One connection brings every account you hold there. A space’s connections sync while someone’s subscription sponsors it.
1

Open New on a class, then Connect a Bank or Broker

Or Settings › Connections › Add Connection (on the web, Connections in the sidebar).
2

Pick your country

United States or Canada opens Plaid; India opens Zerodha. If no one sponsors the space yet, the subscription comes first; any member can sponsor.
3

Sign in with your bank

Recontrol never sees your password, PIN or codes.
4

Wait for the first import

Accounts arrive first, then up to two years of transactions, as much as the bank keeps.
Cards and loans land in Liabilities. A connected account’s balance follows the bank, so you can’t record into it or set its balance. Each transaction’s other side is placed for you; see Sort what synced. Members see the connection with your name; only you can Reconnect it. Connecting the same bank again in the same space refreshes it. Zerodha connects once per person. See Fix a connection and What syncs, and when.