Having trouble with Bank Integration?

If you’re having trouble seeing transactions that you want to import from your bank try this:

  • Click on the Banking icon in the toolbar.

  • Then click the Edit button.

  • Scroll to the bottom of the page and click Disconnect this account.

  • Confirm that you want to Disconnect.

  • Then scroll to the bottom of the page and click the Edit button here:

  • Enter your online bank credentials again.

  • Confirm the two factor authentication code.

  • Close that window.

  • Click Link this account.

  • Now try importing those transactions again.

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