Are you having issues with your Bank Connection?

If your transactions are not coming, try to:

  • Tip 1: Wait a little bit

    After made your first book connection, it typically takes a while for a transaction appears on the book.

  • Tip 2: Select a new historical period and resave it

  1. Go to Automations portal

  2. Book Configurations

  3. Choose the period

  4. And then, click "Save Configuration"

If you couldn't connect with your bank

Maybe you entered incorrect credentials at their selected institution. Please retry entering correct credentials.

Extra spaces, capitalization, and punctuation errors are common causes of invalid credentials.

Note: If you try the tips above and you’re still having issues, contact us informing the name of your bank that you are trying to connect so we can check what's happening.

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