sign up
sign up

Manage your bank account

Academy page

Adding, removing or updating your linked bank accounts


In order to fully utilise Sole, you should link you business bank account to the app. It is safe and secure and means we can help you understand and run your business.

If you are using your personal bank account for business expenses, remember to match personal transactions as personal expenses or incomes within the application.

Adding/Removing a bank account

  1. Navigate to the dashboard.
  2. Select your bank balance.
  3. Click on "Manage" in the top left of the screen

4. Click on the "+" to add a new bank account OR Swipe left on the bank account you want to remove


Remember that you need to link a bank account to track your business expenses and income. So, once you have removed an account, you need to set up another account!

When you have linked multiple bank accounts, Sole will automatically highlight your selected primary account transactions in the bank feed

other articles
Check these common issues... Your payment details have changed You can update your subscription payment details in Apple Billing or […]
You can update the payment details for your Sole subscription on your iPhone. iOS: How to change or cancel your […]
Reset a forgotten password How to video: Step by step walkthrough: How to reset your password If you've forgotten your […]
Tips on how to protect your Sole and bank account better At Sole, we are dedicated to keeping your data […]
What to do if you have received a suspicious email Phishing, spam, spoof, or hoax emails are much more common […]