Bank · Franklin, TN
Does Harpeth Bank & Trust sync with finance apps?
10 of 12 finance apps we track likely connect to Harpeth Bank & Trust.
Likely works via Plaid Manually mapped: Plaid lists this as “Lineage Bank” (Lineage Bank (Franklin, TN) renamed itself Harpeth Bank & Trust in Sept 2026; Plaid still lists it as Lineage Bank)
History: November 2026: renamed from Lineage Bank
Legal name: Harpeth Bank & Trust · FDIC cert #6100 · Total assets $197.7M (FDIC) · Official website
App by app
Inferred from which data providers each app says it uses, plus Plaid’s public list. “Likely” is not a guarantee.
Budgeting apps
| App | Status | Why |
|---|---|---|
| Rocket Money | Likely works | Uses Plaid, and Plaid lists this institution. |
| Lunch Money | Likely works | Uses Plaid, and Plaid lists this institution. |
| Monarch | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Copilot Money | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| YNAB | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Quicken Simplifi | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Tiller | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| PocketGuard | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Empower Personal Dashboard | Unknown | Uses Yodlee; no public institution list. |
Accounting tools
| App | Status | Why |
|---|---|---|
| Wave | Likely works | Uses Plaid, and Plaid lists this institution. |
| Xero | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| QuickBooks Online | Unknown | Uses Intuit’s own bank connections; no public institution list. |
Common questions
Does Harpeth Bank & Trust work with Plaid?
Probably. Plaid’s public list includes Harpeth Bank & Trust as “Lineage Bank”, so apps that use Plaid can likely connect to it.
Does Harpeth Bank & Trust work with Monarch?
Probably. Monarch connects through Plaid, Finicity and MX, and Plaid lists Harpeth Bank & Trust. Monarch may use a different provider for it. More about Monarch.
Does Harpeth Bank & Trust work with YNAB?
Probably. YNAB connects through MX and Plaid, and Plaid lists Harpeth Bank & Trust. YNAB may use a different provider for it. More about YNAB.
Does Harpeth Bank & Trust work with Rocket Money?
Probably. Rocket Money connects only through Plaid, and Plaid lists Harpeth Bank & Trust. More about Rocket Money.
Finding it in your app
When you add an account, these apps search Plaid’s list. Plaid lists Harpeth Bank & Trust as “Lineage Bank”. Search for that name; if several similar names come up, pick the one whose website or location matches.
Plaid’s entry for it, and the data each provides:
- Lineage Bank (ins_131806)
- ✓ Transactions
- ✓ Balances
- ✓ Account/routing (auth)
- – Investments
- – Loans & cards (liabilities)
Plaid list generated 2026-10-16. Plaid notes its list is not real-time.
Did it connect for you?
Tell others whether Harpeth Bank & Trust synced with your finance app.
We show an app’s result once 3 people have reported it, counting the last 90 days. To stop duplicate reports we keep a one-way hash of your IP address and nothing else.
Before you subscribe
- Most apps offer a free trial: connect your account during the trial.
- Monarch publishes a live Connection Status Dashboard you can search.
- If sync fails, many apps support CSV/file import as a fallback.
Nearby banks & credit unions
- Southeast Financial Credit Union Franklin, TN Likely works via Plaid
- Pinnacle Financial Partners (Pinnacle Bank) Nashville, TN Likely works via Plaid
- First Horizon Bank Memphis, TN Likely works via Plaid
- FirstBank Nashville, TN Likely works via Plaid
- Eastman Credit Union Kingsport, TN Likely works via Plaid
- SmartBank Pigeon Forge, TN Likely works via Plaid