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.