A walkthrough to connect your bank in Liquify, then set balance, amounts, and date in Lunch Flow so Liquify matches what you see at the bank.
Anyone on Liquify Ultra—including the free 30-day trial—who wants to connect banks in Other regions through Lunch Flow. Liquify never sees your bank password; you authorise the bank in Lunch Flow, then Liquify reads balances and transactions.
In Liquify open Connect bank, pick Other regions, then Connect. Sign in with your bank in the Lunch Flow portal, add your institution, and authorise the accounts you want to share.
Return to Liquify — the app finishes the connection when you come back. Use Reconnect in Liquify any time you need to authorise again.
Lunch Flow lets you tune each account from its portal. Open Connections, select the account, and use the tabs below.
Lunch Flow sends one balance per account, and options on the Balance tab vary by bank. Pick the type that matches the balance you see in your bank app—that’s the number Liquify uses for Accounts and box target vs actual.
Liquify treats negative amounts as spending and positive amounts as money in. On the Amounts tab, open the preview: if purchases show as positive, turn on Reverse Amounts. Leave it off when spending is already negative—common for checking accounts.
On the Date tab, compare booking and value dates and pick the one that best matches your bank app—usually Booking Date. Value Date is for settlement and can land a day earlier (for example 31 Aug in Liquify when your bank shows 1 Sep).
Some banks give every account the same name. In Lunch Flow, open Connections, check each account’s details, and rename it after the Liquify box you’ll link it to (for example Groceries or Rent). That makes Balance, Amounts, and Date easier to tune—and helps you find the same account when you link the box in Liquify.
Liquify shows the bank on Connect bank / Accounts with balances and transaction dates that match your bank app.
After changing Balance, Amounts, or Date in Lunch Flow, pull to refresh in Liquify (or wait for the next automatic sync). If a connection shows Needs reconnect, reconnect from Liquify and authorise again in Lunch Flow.