Bank Accounts

Anedot makes it easy to manage how your organization receives donations. You can connect multiple bank accounts, choose your deposit schedule, and update account details from within your fundraising account.

Table of Contents: 

• Adding a New Bank Account
• Replace an Existing Bank Account
• Add a Secondary Bank Account
• Edit or Remove a Bank Account

Adding a New Bank Account

You can securely connect a new bank account through Plaid, a trusted banking verification platform.

To get started:

• Go to Settings > Finance > Bank Accounts

• Click the Add Bank Account button (top right)

• Select your bank or enter it manually

• Sign in with your online banking credentials to verify

• Choose the specific account you want to connect

• Select a deposit schedule (2-day, 7-day, or 30-day)

• Click Save

You’ll then be prompted to either:

• Replace your existing account

• Add as a secondary account (see below)

Manually Add a Bank Account

If Plaid doesn’t work for your bank, you can add your account manually:

• Navigate to Settings > Finance > Bank Accounts

• Click the dropdown arrow next to “Add Bank Account”

• Select Manually Add Bank Account

• Enter:

  • Bank Name

  • Routing Number

  • Account Number

• Upload a voided check or signed bank letter

• Choose a deposit schedule

• Click Save

• Choose to replace your current account or add this one as secondary

Replace an Existing Bank Account

To replace your default account:

• Go to Settings > Finance > Bank Accounts

• Click New Bank Account

• Connect your account via Plaid

• When prompted, choose Replace bank account

• The original account will be removed automatically

Add a Secondary Bank Account

You can keep more than one bank account connected:

• Go to Settings > Finance > Bank Accounts

• Click New Bank Account

• Connect via Plaid

• When asked whether to replace your existing account, select No thanks

• Both bank accounts will now appear in your dashboard

• Create a new Fund and assign it to the secondary account via Settings > Finance > Funds

Edit or Remove a Bank Account

To make changes:

• Hover over the bank account

• Click Actions

• Choose from:

  • Edit – Change the deposit schedule

  • Set as Default – Make this the primary account

  • Remove – Delete the account (only if not linked to a Fund)