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Connecting Accounts

How do I connect my accounts to Hiro?​

Hiro supports multiple ways to connect your accounts:

1. Automated Connection (via Plaid)​

  • Connect checking, savings, and credit card accounts
  • Connect investment and retirement accounts
  • Connect various loan accounts (auto, mortgage, student, etc.)
  • Available on both web and mobile platforms
  • Apple Card, Apple Cash, and Apple Savings can only be connected via the iOS app through Plaid
  • Venmo can be connected via Plaid

Can't find your institution?

  • Use the search function in the Plaid connection flow
  • Search for your institution by name
  • Many institutions are supported even if not in the initial list
  • Try searching for the exact name

2. Manual Entry​

  • Add assets and debts manually
  • Available account types:
    • Assets: Checking, Savings, Investment, Property, and Other Assets
    • Debts: Credit Cards, Mortgages, Student Loans, Auto Loans, and Other Debt
  • Update balances manually as needed

3. Coinbase Connection​

  • Connect your Coinbase account to track cryptocurrency holdings

4. Statement Import​

  • Import transactions from bank statements (PDF) or CSV files from financial apps
  • Bank statements: Upload PDF bank statements directly
  • Financial apps: Import CSV files from Monarch, Copilot Money, or Mint
  • Useful for accounts that can't be connected via Plaid
  • Supports PDF bank statements and CSV exports from supported financial apps
  • Imported transactions appear in your transaction history
  • Transactions are automatically categorized
  • Duplicate detection helps identify transactions that may already exist

How do I manually add accounts?​

  1. Open Hiro
  2. Go to the Net Worth screen/page
  3. Tap the "+" icon in the top right corner
  4. Select "Add assets manually" or "Add debts manually"
  5. Choose the account type
  6. Enter the account name and current balance
  7. Save the entry

How do I add my home or property?​

  1. Open Hiro
  2. Go to the Net Worth screen/page
  3. Tap the "+" icon in the top right corner
  4. Select "Add assets manually"
  5. Choose "Real Estate" as the account type
  6. Search for the address to connect to live Zillow home price tracking
  7. Or choose to enter the value manually
  8. Save the entry

Can I edit or delete manually added accounts?​

Yes, you can:

  • Edit account details (name, balance, type)
  • Delete accounts you no longer want to track

How do I adjust the date of a manual account?​

  1. Navigate to the Net Worth screen/page
  2. Find the manual account you want to edit
  3. Click or tap on the account to open its details
  4. Look for the date field
  5. Update the date to reflect when the balance was recorded
  6. Save your changes

How often does Hiro update my account information?​

  • Automated accounts: Updates automatically based on your financial institutions' policies
  • Manual accounts: Updates when you make changes
  • Real-time balance and transaction updates for connected accounts

Is my financial data secure?​

Yes, Hiro implements multiple security measures:

  • Uses Plaid for secure bank connections
  • Implements industry-standard encryption
  • Never stores your bank login credentials
  • Provides read-only access to your accounts
  • Uses bank-level security protocols