Troubleshooting Bank Sync

Common Connection States

• Active — Connected and syncing normally
• Error — A sync issue occurred and may need attention
• Login Required — The institution requires re-authentication
• Pending Expiration — The consent or connection may need refreshing soon

First Things To Check

1. Confirm the connection status in the app
2. Try a manual sync if the option is available
3. Reconnect the institution if login or consent has expired
4. Check whether sync is enabled for the linked account

If You Disconnect

Disconnecting a connection usually stops future sync while preserving existing imported transactions.

After Reconnecting

Review recent transactions, balances, and payee naming to make sure the connection resumed as expected.