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May 21, 2021
Question

Anyone having issues with bank not syncing last 2 days

  • May 21, 2021
  • 1 reply
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1 reply

May 21, 2021

Thanks for joining the Community, kaigeequip-lj.
 

When your bank feed encounters syncing issues, the first thing I'd recommend is performing a manual update on it. These updates look back 90 days and download any new transactions listed within that period of time.
 

Here's how:

  1. In your left navigation bar, go to Banking.
  2. If you'd only like to update some of the accounts, click to unselect each unwanted one.
  3. Hit Update.
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and press Continue Update.
  5. You'll receive a notification when it's complete. If it was successful, there will be a new date of last update and total number of transactions.


 

Also keep in mind:

  • Some financial institutions don't post transactions for download until later in the day, or the following day.
  • Many times you're able to see a transaction on the institution's website, but they won't be downloaded until they post.
  • If there's missing transactions, wait at least 24 hours in case your bank doesn't make them available immediately.

 

In the event your account still isn't syncing, you'll want to confirm that you can sign in to the bank's website.
 

Please let me know how this works. I'll be here to help if there's any additional questions. Have an awesome Friday!