Banktivity update update#

Answer any security/verification questions until all have been answered correctly and press Next.

Banktivity update update#

If your login credentials haven’t changed, click Update.

If your Bank Account is part of Open Banking, a new window will appear asking you to log in and confirm authorization first.

If no new Expenses come in, you can click on the Edit or Reconnect link instead.

Click on the Refresh link next to your bank account, and it will start refreshing.

If you find that Expenses are missing or aren't updated, security questions were added or changed, or you’d like to force a new refresh, you can use these steps:

Ensure all your accounts have finished loading before you click Save Changes to finish.ĭepending on your bank, most Bank Connections refresh every 24 hours (through a queue). You’ll then be taken to the login page for your online bank account, where you can re-enter your new credentials. Click on the Edit or Reconnect link next to your bank account.Click on the gear icon in the top left corner.If you’ve updated your online banking login, you’ll also need to update it inside the Bank Connections area as well. We also recommend trying in Incognito Mode (or a similar private browsing mode). If you’re being taken back to the beginning of the captcha test/I am not a robot test, or you’re unable to edit your connected banks’ settings, you may need to clear your browser’s cookies and cache using the steps here. In the meantime, you can always use the Import from a file option to manually add in your bank accounts’ Expenses with a CSV file. The more people request the same bank to be added, the greater the chance of the bank being added. You can submit a request to have your bank added by filling out this survey below. If your bank is not listed on the list of available banks to connect, it may not be available for connecting. Looking to connect a bank first? Check out the steps here. You can find useful steps for checking on your connections below.

Once you have your Bank Connections added using Yodlee, maintaining them is important to ensure your Expenses continue to import smoothly. View All How Do I Troubleshoot a Bank Connection With Yodlee? Expenses & Bank Connections Bank Connections