Manage Your Bank Connections
You might use the Manage Connections feature to set up new Direct Import connections, but it also plays an important role in troubleshooting cranky ones.
Removing a bank connection is kind of like how turning your computer on and off can magically fix the strangest of issues. We can all use a quick catnap every now and then, right? 😉
Remove a Connection
- Click your budget name (top-left) and choose Manage Connections from the menu.
Remove the connection to the financial institution giving you trouble. You'll need to confirm you'd like to disconnect the account(s), and then select
Done (or Cancel).
Removing a connection will not impact your transaction history in your account registers, and it doesn't require you to delete any accounts. It will disconnect all accounts you have connected to that financial institution, but getting those reconnected is easy peasy!
Relink the Existing Accounts
Once you've removed the connection, it's time to create a fresh one and relink your accounts!
- Hover over an account you'd like to link, click the edit icon, and choose Link Account .
Choose Add New Connection, search for your financial institution, and follow the prompts.
- Once that account is connected, make sure to relink any other accounts associated with these credentials, too. You'll do so by repeating step 1 but when you get to step 2, select the connection you just created!
Each connection represents a unique set of login credentials for a financial institution. If you have more accounts you'd like to add and they're under a different set of credentials, you'll need to add a new connection.
Pro-Tip: Always make sure you're using the primary account holder's credentials for the best import experience!