Selecting or clearing an account in Accounts to sync changes the selection you are editing. Save it before leaving the page so Institution can use the new selection for subsequent sync work.
Confirm the change
- Review the selected count above the account list and check the last digits of every account you changed.
- Choose the save control shown for your setup: Save accounts and sync, Save accounts and import, or Save reduced selection.
- Wait for the saved message. If the message says a sync is queued, allow that sync to finish before judging the transaction count.
If a save fails, read the error before trying again. A change in accounting access, a missing account mapping, or a capacity issue can prevent the server from accepting the selection. Repeated clicks do not resolve those conditions.
Refresh the page after an uncertain response and compare the saved selection with what you intended. Do not rely on a count left over from an earlier open tab. If another person also manages connections, agree which accounts should be active before making another change.
Removing an account from sync stops future syncing for that selection. Historical activity can remain available, so a saved reduction does not make an older transaction disappear from every view.
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