Connect your bank

With a bank connection, Booko fetches your transactions automatically. You give permission at your own bank, through our regulated open-banking provider. Booko only gets read access to transactions, balances and account details.


Steps


  1. Go to Settings > Bank connections (or click Connect bank on the Overview).
  2. Click Connect bank.
  3. Under Account type, choose Business or Personal.
  4. Click Select Your Bank and pick your bank from the list.
  5. Under Years to import, tick the years you want to fetch. Banks usually provide one to two years of history.
  6. Click Continue to bank and sign in at your own bank to give permission.
  7. Back in Booko you'll see Bank account connected! Click Go back to settings.
  8. Open the Connection options (…) menu and choose Sync Transactions.


Good to know


  • You only sign in at your own bank. Booko support will never ask for your bank password, login codes, IBAN or BSN in chat.
  • Under Connection permissions you see until when access is valid. Click Renew access in time.
  • Use Change years to adjust the import years later.
  • Disconnect stops automatic syncing. Transactions already imported stay.
  • Bank not listed? Import a bank statement instead (see "Import a bank statement").


Still stuck?


  • The bank authorization was cancelled or could not be completed. Try again via Connect bank.
  • Status Access expired or Reconnect required? Click Renew access.
  • Other errors, or a connection that keeps failing? See "Bank sync issues" or ask for a colleague in the chat.

Updated on: 28/09/2026

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