Connecting a bank account
Link your association’s bank to import transactions and accept online dues.
Connecting your association’s bank account unlocks two big wins: transactions import automatically (so you’re not typing them in), and residents can pay dues online directly to your account. Connections are made through trusted, bank-grade providers — Stewardly never sees or stores your banking credentials.
Connect your account
- 1Open Finances or Settings from the dashboard sidebar.
- 2Select “Connect a bank account”.
- 3Choose your bank and sign in through the secure provider window.
- 4Authorize read access for transactions (and payouts, if you’ll accept online dues).
Accepting online dues
To collect dues online, your association also completes a short payout onboarding so funds settle to your bank. Once that’s done, residents see a “Pay dues” option and payments post to their unit automatically.
Tip · Only a board admin can connect accounts or set up payouts. This keeps financial controls with your association’s officers.
More in Financials
- Recording dues paymentsTrack who has paid, accept online payments, and keep balances current.
- Categorizing expensesSort spending into categories so your reports and budget actually mean something.
- Generating financial reportsProduce clean income, expense, and budget reports for meetings and homeowners.
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