Bank Settings and Sync

Bank Settings and Sync

Manage your connected bank accounts and control how transactions are imported.

Accessing Bank Settings

Go to Settings > Banking or Payments > Bank Settings.

Connected Accounts

You will see a list of all connected bank accounts with:

• Account Name — The name of the bank account.
• Bank — The financial institution.
• Last Synced — When transactions were last imported.
• Status — Connected, Needs Reconnection, or Disconnected.

Sync Options

• Auto Sync — Transactions are imported automatically once per day.
• Manual Sync — Click Sync Now to import the latest transactions immediately.

Reconnecting

If a connection expires (this can happen for security reasons), you will see a Needs Reconnection status:

1. Click Reconnect.
2. Follow the Open Banking flow to re-authenticate.
3. Transactions will resume importing.

Disconnecting

To remove a bank connection:

1. Click Disconnect next to the account.
2. Confirm the action.

Note: Disconnecting does not delete previously imported transactions. Your historical data is preserved.

Tip: If you notice missing transactions, try a manual sync first. If the issue persists, reconnect your bank account.