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Bank sync runs through Plaid. Most sync problems fall into one of four buckets: a connection that will not link, data that has gone stale, a bank that needs reconnecting, or duplicate transactions. Work through the one that matches.
Plaid is connecting through your bank’s own login. Close the window and try again — a fresh attempt clears most one-off failures. Make sure you are entering credentials for the bank’s main online-banking login, not a card-only or rewards portal.
Some banks require multi-factor verification during linking. Complete the prompt in the Plaid window. If it times out, start the link again. See Connect a bank.
Not every institution is supported. See Supported banks. If yours is not there, add the account manually and enter transactions or import a file from your bank. See Manual accounts.

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Balances or transactions are stale

If new transactions are not showing up, or a balance looks behind:
1

Give it time

Banks post transactions on their own schedule. Pending transactions can take a day or two to finalize before they sync reliably.
2

Check the connection status

Open Settings, then Connections, to see whether the bank link is healthy or needs attention.
3

Reconnect if the bank needs it

If the connection shows an error or asks you to sign in again, reconnect it — see below.

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Reconnect a bank

Banks periodically require you to sign in again to keep sharing data. When that happens, the connection is flagged and sync pauses until you reauthorize.
1

Open Settings, then Connections

A flagged connection is marked as needing attention.
2

Reconnect the bank

You are sent back through your bank’s login to re-grant access. Sync resumes once it succeeds.
See Reconnect a bank for the full walkthrough.

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Duplicate transactions

If the same transaction shows up twice, it usually means a file import overlapped with synced data, or a transfer was entered on both sides. See Duplicate or missing transactions.
Pending versus posted matters here. A pending transaction can change amount or disappear before it posts. See Pending vs posted.

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Still stuck

If a connection keeps failing after reconnecting, reach us over in-app chat.

Reconnect a bank

Reauthorize a flagged connection.

Duplicate or missing transactions

Clean up doubles and find missing rows.