My bank isn't syncing
Why transactions stop importing and how to fix it.
My bank isn't syncing#
Most sync issues are the bank connection needing a refresh. Work through these in order.
1. Run a manual sync#
Go to Expenses → Bank accounts and press Sync (or ask the agent to "sync my bank"). This pulls anything pending immediately.
2. Check the account status#
If an account shows needs attention or disconnected, your bank has expired the connection (common after a password change or every 90 days). Click Reconnect and sign in again — your history and categorizations are preserved.
3. Missing older transactions?#
A first-time connection backfills history over several syncs rather than all at once. If the past year isn't complete yet, run Sync a few times or wait for the daily sync to finish draining it.
4. Transactions imported but uncategorized#
That's expected — items the agent isn't sure about wait in your review queue. Confirm them there and it learns for next time.
Still stuck? Ask the agent "why isn't my bank syncing?" — it can report the account's last sync time and status.