This is what happened!
You have successfully linked your account
You have successfully synced your accounts and have up-to-date account balances
However, you can see transactions missing from your list
Did you know
The App systems connect directly to your banks to collect account transactions you have agreed for us to collect
The transaction data sent to the App can sometimes appear differently to the transactions you might see in your banking app.
This difference can often be the transcription description which we rely on to provide you with a consistent view of your information, and to power the insights we present you with in the App.
That is why when we investigate your issue we find most of the time the bank is NOT sending our system the right transaction information.
Note: It is an obligation of your bank to send your transaction data out correctly. This is information, that you want to use in a service of your choice. We are continually working with the banks to improve the quality of data being sent, but sometimes they will need a nudge from their customers (YOU)
Here are a few tips to help you resolve your issue:
1. You might retrieve any missing transactions by performing a forced refresh of your app. This will re-sync your accounts
In the App look for the Portfolio TAB on the bottom toolbar
(between Dashboard and Expense)Select Portfolio and you will see all of your linked accounts
You can perform a force-refresh of your data by simply ‘pulling down
on the screen for 5 seconds.If you’ve done this properly, you will see the Wirly Wheel going around as your account data is refreshed
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 sometimes helps resolve this problem. However, if it is a bank-related issue this will NOT help
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: How to UNLINK (stop sharing) your consent with your bank
UNLINK - In the App go to the Dashboard page
Select ‘Settings’ in the top right corner
Select ‘Data Sharing’ and you will see the Banks you have
previously connectedSelect the Bank which you believe you have missing transactions
and you will be presented with the Bank Provider InfoScroll down to Stop Sharing button and select.
Follow the instructions to remove your consent and unlink your bank.
Need more support? Raise a ticket
At this point you have tried everything, now it is time to raise a ticket to our helpful support team.
What you will need to help a quick investigation of your problem.
The email you signed up with (if you don’t provide this we can not help you)
Screenshots (very important)
Transactions amount and dates (very important)
We will endeavour to get back asap