Learn how to troubleshoot bank feed connections when your bank transactions are no longer coming in as expected.
When your bank feed has issues, there are two ways you can try to fix it:
1. Refresh all Accounts
2. Refresh an individual account
...but first we need to locate them.
Locate Your List of Bank Feeds
Go to the Dashboard page. A list of all your bank feed connections will be displayed at the top.
Refresh all Accounts
If the Last Refresh date isn't current, that means the latest transactions have not been imported from your bank. To update your connection status, go to the Inbox page. A message will be displayed at the top of the screen letting you know what action is required by your bank.
Refresh an Individual Account
As an alternative, you can try refreshing an individual account by following the steps below. (This is necessary for accounts that do not support auto-refresh)
Go to the Accounts page.
Select the connected bank account and click on Edit Account on the top right.
Select the options menu (three dots) and click on Refresh.
If an error occurs, please send a screenshot or description of the error to [email protected] for further assistance.