Connected Bank Issues

EveryDollar works to ensure your bank account remains seamless, however, an interruption can occur when a change is made by the institution or the third-party bank connection providers. This guide walks you through the most common issues you could see with your bank connection.

Table of Contents

• Error Messages
• Transaction Streaming
• Missing and Delayed Transactions
• Duplicate Transactions
• Next Steps

Error Messages

If there is an error code present on the bank account, you should address the prompt underneath it to remove the code. If there is an error code present on the bank account with no prompt, no worries. You should check the our Bank Error Codes page to review how to address the prompt.

You'll find the error codes listed here: Bank Error Codes.

Transaction Streaming

If you connect your banks, and notice that your transactions haven't immediately imported to your budget, that's okay. Here's what's happening:

When you first connect (or reconnect) your bank account, your account balances will update and transactions will appear within one to three days. A delay can occur because banks have their own rate at which they make transactions available for syncing.

If three days, excluding weekends and bank holidays, have passed since the initial connection, and you haven't seen your transactions come through, send us a message and we'll be glad to help.

Missing and Delayed Transactions

EveryDollar imports pending and posted transactions. Only posted transactions can be tracked. Each institution sets its own standard for how frequently transactions move from pending to posted status. We expect posted transactions to stream in to your budget every one to three days, excluding weekends and bank holidays.

Banks may put additional holds on deposits or expenses, which can cause a further delay. 

If you notice an individual transaction is missing, and the mentioned time frame has passed since the transaction was posted, reach out to our team.

Learn about the Last Updated message here: Understanding the Last Updated Message.

Duplicate Transactions

If a transaction comes through twice, check the Accounts page and verify that your bank is only listed one time. If you see the same account listed more than once, delete the extra connection and any duplicate transactions that imported.

If the bank is only listed once, and you're seeing duplicates still, reach out to the team. Send a screenshot of the duplicate transactions as displayed in your budget. You can also send a short note confirming there is only one bank account connection listed on your Accounts page.

Next Steps

EveryDollar keeps tabs on the connection status for popular institutions that you can check at any time.

See the connection status here: Connection Status for Popular Banks.