Helpbank feedsMissing Bank Feed — Fix It

Missing Bank Feed — Fix It

Steps to resolve when your bank feed hasn't updated.

beginner· 4 views· Updated 7/18/2026

If your bank feed isn't updating, first check the status of your bank connection in My Banks. A green indicator means the connection is active, while amber indicates the last sync was over 24 hours ago, and red means the connection is disconnected.

For a disconnected bank feed:

  • Use the Update bank transactions button for the specific bank. This may redirect you to Mono for reauthorization.
  • If your bank has updated its login process (such as new 2FA or PIN), you will need to reconnect.

Once reconnected, any missing transactions should fill in automatically within a few minutes.

Missing Bank Feed — Fix It — overview
Overview

Step-by-step

  1. 1
    Check connection status

    Go to My Banks and check the connection status indicator for your bank account.

    Green indicates active, amber for delayed sync, red for disconnected.
  2. 2
    Reconnect your bank

    Click the Update bank transactions button for the affected bank. Follow any prompts to reauthorize your connection.

    You may be redirected to Mono for reauthorization.
  3. 3
    Verify transaction updates

    Once reconnected, check if missing transactions have been updated in the AI Bank Transactions Center.

    Transactions should update within a few minutes.
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