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.
- Go to Accounts and choose Bank Connections (the bank icon at the top).
- Find the connection marked Needs login and choose Fix connection.
- 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