Troubleshoot a bank connection

A bank may ask for a fresh sign-in or additional verification. Check the connection before assuming a missing transaction has been lost.

Check the connection

1. Ask an administrator to open Administration → Bank Connections.
2. Find the institution and read its connection status.
3. Use the reconnect or fix-connection action when the app requests it. Complete the bank’s verification flow.
4. Request a refresh if appropriate, then check the account’s transaction history again.

A refresh is a request

A refresh request does not prove that a bank sync has completed. Allow for the bank’s update timing. A purchase that is still pending may not yet have become a settled ledger transaction.

Before manually adding missing activity

Check the account, transaction search, and review filters. If you manually enter a transaction that later arrives through the feed, you must investigate the duplicate instead of treating both as separate purchases.

When to contact support

Provide the institution name, account’s last four digits if needed, approximate date of the missing activity, and the error text. Keep bank passwords, codes, and full account numbers out of the message. You can also import a statement CSV after checking for overlapping activity.