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I have linked my bank account and my data did sync, but now it is not
Updated over 4 months ago

This is what happened!

  • You have previously successfully linked your bank accounts

  • Our bank accounts have previously synced successfully and you can see transaction data in your accounts. However, the data is not current and it seems that the App has not synced recently.

  • Your account has stopped syncing and your account balance or transactions are not updated


Here are a few tips to help you resolve your issue:

1. Have performed a full refresh of your accounts?

  • To do this pull down on the portfolio > account screen for 5 seconds.

  • This will cause a refresh of your accounts directly with the bank.

  • This resolves most of the problems, if you still have an issue you will need to raise a ticket.

Still having a problem? Here are some options:

Option 1: Unlink your consent and bank. This will restart the process of connecting to your bank

  • This will likely fix your issue

  • You will lose all categorisation that you did not apply to similar transactions.

  • You will lose your bills that have NOT be automatically detected.

Option 2: Add the account manually

  • Start tracking the account today

  • You will need to update the account manually with every account change. This will include updating balances every time there is a change

Raise a ticket for further support

Whilst we may not be able to help you with the problem you are experiencing, we can help you direct the problem to your bank and provide details to share with them to help get this resolved.

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