Sync

All Accounts At One Place

After I have setup my accounts for sync, when exactly are they updated?
For most banks, we automatically sync accounts approximately once a day, whether or not you login to your account. Each account has a different frequency depending on factors like how often it has new transactions.
For some banks, we are unable to sync accounts automatically. This can happen if the bank requires answers to security questions, or has restricted access to your account, among other reasons.
To force your accounts to updated, follow these steps:
  • Click "Accounts" in the top navigation bar.
  • Click "Sync".