Data Connections
Manage your connected bank accounts. View connection status, refresh data, and remove connections you no longer need.
Viewing Connections
Go to Settings > Data Connections to see all your connected institutions.
Each connection shows:
• Institution name and logo
• Connected accounts
• Last sync time
• Connection status (Active, Needs Attention, Error)
Refreshing Data
Data syncs automatically throughout the day. To force a refresh:
1. Go to Settings > Data Connections
2. Click "Reconnect" on the connection
Or click "Sync Accounts" on the Accounts page for all accounts.
Removing Connections
To remove a bank connection:
1. Go to Settings > Data Connections
2. Click on the connection
3. Click "Delete"
Note: Removing a connection deletes all synced accounts and transactions from that institution. Consider archiving accounts instead if you want to keep history.