Refresh bank accounts updates the account list associated with a connection. Sync now requests transaction sync for the accounts already selected. Choose the action that matches what is missing.
- Use Refresh bank accounts when you cannot see a newly available account or need to refresh its account details.
- Use Sync now when the expected account is already selected and you want the connection to check for transaction updates.
- Use the save control after changing selection or import settings. A refresh does not save unsaved checkbox changes for you.
Sync now can return a queued message or say that sync is already running. Neither means that the next screen must contain every expected transaction immediately. Check the later completion message and last sync time.
Check the underlying issue
If the bank asks you to sign in again, reconnecting addresses authorization. If an account has no accounting mapping, mapping addresses where its transactions belong. Refreshing or syncing repeatedly will not substitute for either step.
For a support case, describe the action you used and the exact result. Include the bank, account last digits, missing date range, and whether the account was selected. This is more useful than reporting that the bank button failed.
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