If your new bank connection is showing an incorrect balance or transactions have not been imported quite yet, don't worry! It can take up to 24-48 hours for the first transactions to come in after adding your bank. The first transactions will usually only be from several days back.
💡 Pro Tip: Previous transactions can be requested by submitting a help request. Just let us know the date range you would like to see transactions up to 60 days in the past. The team will be happy to request those on your behalf.
Account balances and transactions not updating within 72 hours? please take the following steps:
- Click on the Account icon in the upper right corner.
- Click Delete This Institution.
- Use the search box to look for the bank you want to connect.
- Click + Add Account to bring up the search box if you already have another account connected.
- Search for your financial institution by name or website address. For example, you could search for "Bank of America" or bankofamerica.com
- Follow the sign-in prompts
- Click Connect.
If after 24 hours the account balances and transactions have not been updated, please submit a help request. We'd be happy to help you!