{% extends "base.html" %} {% block title %}Bank Connections{% endblock %} {% block page_title %}Bank Connections{% endblock %} {% block topbar_actions %} {% endblock %} {% block content %} {% if enrollments %}
{% for enrollment in enrollments %} {% set accounts = enrollment.accounts.filter_by(is_active=True).all() %}
{{ enrollment.institution_name or 'Unknown Bank' }}
Connected {{ enrollment.created_at.strftime('%b %d, %Y') }} · Last synced: {{ enrollment.last_synced_at.strftime('%b %d, %H:%M') if enrollment.last_synced_at else 'Never' }}
{% for ta in accounts %}
{{ ta.account_name }}
{{ ta.account_subtype | replace('_',' ') | title }} {% if ta.pfm_account %} · Mapped to {{ ta.pfm_account.name }} {% else %} · Not mapped {% endif %}
{% if ta.pfm_account %} Sync {% else %} Map Account {% endif %}
{% endfor %} {% if accounts | selectattr('pfm_account_id') | list %}
{% endif %}
{% endfor %}
{% else %}
No banks connected

Connect your US bank accounts to automatically sync transactions and balances.

{% endif %}
Setup Requirements
Teller App ID set in .env
Client certificate at {{ config.TELLER_CERT_PATH }}
Private key at {{ config.TELLER_KEY_PATH }}
Environment: {{ config.TELLER_ENV }}
{% endblock %} {% block extra_js %} {% endblock %}