Bank transactions are not syncing

Missing activity does not always mean a bank connection has failed. Start by identifying the account and the exact dates that are missing.

Check these first

1. Confirm that you are in the correct company and bank account.
2. Check the date filters and the Pending, Posted, and Excluded tabs. Activity may already be present in another state.
3. Look for a connection error or a request to reauthenticate with your bank.
4. If prompted, complete the bank’s verification flow. Allow the connection window if the browser blocked it.
5. Compare the missing dates with the bank’s own records. A pending bank transaction may not yet be available in the feed.

Check whether the account is connected

In Banking → Bank transactions, select the account card and review its connection status. An account labeled Manual or showing a last upload is not proof of an active automatic feed. File imports do not create a bank connection.

Use Update to request available connected-account updates, and follow any reconnect or authentication prompt. Repeated requests do not make bank-pending activity settle sooner.

Avoid creating duplicates

Do not repeatedly connect the same account or import the same date range while investigating. If you need a manual import to fill a gap, identify the missing range and review overlaps before posting anything.

See review bank transactions for the difference between matching, categorizing, and excluding a row.

Still missing?

Contact support with the bank name, approximate missing date range, the last successful activity you can see, and the error message. Include a screenshot only after hiding account numbers and other sensitive information.

Do not send your bank password or verification codes. Support does not need them to understand which step failed.