Hello there, Cathy. I’m here to help you reconnect your bank and get the latest available transactions you have.
I’d like to clarify a few things so we can start from there. What bank are you trying to update and the steps you performed? Did you get an error message after doing so?
If you’re unable to connect or download your bank transactions, we can manually update it to refresh the connection.
Here’s how:
- Go to the Banking page.
- Click the bank tile you’ll want to reconnect.
- At the upper-right, click the Update button.
You can check out this article that will give you the steps on how to fix specific banking error message.
Once it's reconnected successfully, transactions will automatically flow into the program. Then, you can already assign, categorize, edit, and add them.
Let me know if you need anything else. You can always tag my name.
