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Bank connections

Investigate a bank connection marked Needs attention

Use the sync message to decide whether to reconnect or wait for recovery.

Updated 2026-11-11

Needs attention marks a connection with a recorded problem. Open its explanation before choosing an action. The expired sign-in message explicitly asks for reconnection; other sync problems can use scheduled retries while preserving the last complete import.

  1. Read the message under the connection header and note whether it specifically says the bank sign-in expired.
  2. If authorization is required, use Reconnect bank. If the message describes a sync issue, check the current status and retry options.
  3. Review the last completed sync time and the affected date range so you know what is already saved.

Preserved activity can remain visible while the next sync needs attention. Its presence does not prove that the connection is current, and an attention badge does not mean the existing books were erased.

Send a useful problem report

Include the exact visible message, selected company, bank name and account last digits. Explain whether all accounts stopped updating or only one. If a posted transaction is missing, include its date and amount.

Keep a copy of the relevant bank statement for comparison. Avoid reimporting an entire overlapping period just to compensate for an unresolved feed error; check existing rows and duplicate decisions before adding another source.

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