Having trouble with Bank Integration?
When having trouble with bank integration, try this:
Click Banking in the sidebar:
Click the Bank Account Details button to the right of the bank account.
Scroll to the bottom of the page and click Disconnect this account.
Confirm that you want to Disconnect.
Scroll to the bottom of the page and click the Edit button.
Follow the prompts on the next screens to connect your account.
- Enter banking credentials.
- Confirm the two factor authentication code, if prompted by the banking institution.
- Consent to “Share my data”.
- Click Save & Finish.
Click Link this account.
Try importing transactions again.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
That’s still not working to get my account linked. VERY FRUSTRATING!!!
Hi Cathy, I understand Julie is working with you to see if we can help resolve this issue. Linking bank accounts can be very tricky as banking institutions all have different restrictions and requirements around integrations, multi-factor authentication, etc. We promise to do our best to help you get connected. But please know that as much as we wish we were, we’re not successful 100% of the time.
Everything worked for Jan 2022 and Feb 2022. However I have not received transactions for Mar 2022. I followed the steps above and it tells me there are no Transactions to display. Please help.
Hi Joe,
I can see what you’re talking about. Can you try clicking the Edit button next to the account (do this for each account) and on the bottom of the next page, next to the gear look for this: Click here to reauthorize your bank account link. Hoping that bumps it and it imports.
If that doesn’t work, please provide a screenshot of your March online banking transactions so we can open a ticket with the gateway provider.
Please reach out to us at [email protected] for the fastest help.
If I disconnect the account will it delete all my imported transactions?
Hi Cynthia,
No, disconnecting your account won’t delete any imported transactions, it’s just a way to refresh the connection if you’re having trouble re-authorizing your bank account. We usually have customers try this first. If it doesn’t correct the issue, a ticket may need to be entered with our service provider.