Missing Bank Feed — Fix It
Steps to resolve when your bank feed hasn't updated.
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.
Step-by-step
- 1Check 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. - 2Reconnect 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. - 3Verify transaction updates
Once reconnected, check if missing transactions have been updated in the AI Bank Transactions Center.
Transactions should update within a few minutes.
