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Can I automatically download my latest balance in Clever Net Worth from my bank account?


Clever Net Worth does not provide automatic linkages to your bank accounts.  This app is based on you entering (manually) a single balance whenever it suits you rather than capturing all your individual transactions (which would be a pain to do manually).  We choose to maintain an increased level of security by not needing the app to have access to your accounts.

However, you can cut and paste the latest balance if you so desire.  On an iPad you can even have two windows open side by side (see the image below for an example) with say Clever Net Worth on the left and your bank’s app on the right and then cut and paste between them.


First Image by Steve Buissinne from Pixabay

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