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[Troubleshooting] Issues connecting your bank or credit card accounts to Bkper
[Troubleshooting] Issues connecting your bank or credit card accounts to Bkper
Updated over a week ago

If you're experiencing issues connecting or reconnecting your bank to Bkper, please try the following troubleshooting suggestions.

Transactions are not coming

  • 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"

Couldn't connect to your institution

  • Invalid credentials
    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.

  • Technical problems
    The common cause for this error is the financial institution experiencing temporary technical problems.

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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