Bank Connection Issues

Can't Find Your Bank

If you can't find your bank in the list:

• Try searching by the full bank name or abbreviation
• Check if your bank has a different name for online banking
• Some smaller credit unions may not be supported yet

If your bank isn't available, contact us and we'll look into adding support.

Login Failed

If your bank login fails:

• Double-check credentials: Make sure you're using the same username and password you use for your bank's website or app
• Check for special characters: Some banks have issues with certain special characters in passwords
• Try your bank's website first: Log in to your bank's website directly to make sure your credentials work
• Reset your password: If you recently changed your password, try resetting it again

Multi-Factor Authentication (MFA) Issues

If you're having trouble with verification codes:

• Make sure you're entering the code before it expires (usually 5-10 minutes)
• Check your phone for SMS codes or your authenticator app
• Some banks send codes via email—check your inbox and spam folder
• If your bank offers multiple MFA options, try a different method

Connection Keeps Disconnecting

If your bank connection frequently disconnects:

• Password changes: If you changed your bank password, you'll need to reconnect
• Bank security: Some banks require periodic re-authentication for third-party apps
• Bank maintenance: Your bank may be undergoing maintenance—try again later

To reconnect, go to Settings in the app and tap "Reconnect" next to your bank account.

Transactions Not Syncing

If new transactions aren't appearing:

• Pull to refresh: Pull down on the subscription list to manually sync
• Wait for posting: Pending transactions may not appear until they fully post to your account
• Check connection status: Go to Settings to verify your bank is still connected
• Recent transactions only: We typically only fetch the last 90 days of transactions

Missing Subscriptions

If a subscription isn't being detected:

• New subscription: Very new subscriptions may need 2-3 charges before being detected as recurring
• Different account: Make sure the subscription is charged to a connected account
• Irregular charges: Subscriptions with highly variable amounts or dates may not be detected automatically
• Add manually: You can always add a subscription manually in the app