My bank feed hasn't updated in days
Reconnect your bank to update the feed and fill in missing transactions.
If your bank feed hasn't updated, you can try reconnecting your bank account to refresh the data. Go to Bank Accounts in the sidebar and select the bank you want to update. Click the Update bank transactions button. This may redirect you to Mono for reauthentication if needed. If the issue persists, consider uploading a manual statement via Transactions. For further assistance, contact support through the AI CFO page.
Step-by-step
- 1Access Bank Accounts
Go to Bank Accounts in the sidebar and select the bank you want to update.
- 2Update Transactions
Click the Update bank transactions button to refresh your feed. You may be redirected to Mono for reauthentication.
- 3Upload Statement
If needed, upload a manual statement via Transactions to fill in missing data.
Manual uploads can help backfill transactions if automatic updates fail.