Troubleshooting

My bank connection needs a login

What to do when a bank stops sending transactions or shows "Needs login".

Banks regularly ask you to sign in again, for example after a password change or every 90 days for some banks. Until you do, no new transactions come in.

  1. Go to Accounts and choose Bank Connections (the bank icon at the top).
  2. Find the connection marked Needs login and choose Fix connection.
  3. Sign in to your bank in the window that opens.

Transactions you missed while the connection was paused come in once it's fixed. If a connection shows Error instead, try Check now; if it still fails, contact us from Help.

Updated in v1.0.0