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
Go to Automations portal
Book Configurations
Choose the period
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.