When bank activity cannot refresh, Institution can keep the last loaded results on screen and display a notice. Those rows remain useful for reference, but the failed refresh does not establish that the bank feed is current.
- Read the refresh notice above bank activity.
- Use its retry action or Refresh when the connection is available again.
- After a successful refresh, check the account and dates involved in your review before continuing.
Separate display refresh from bank sync
Refreshing bank activity reloads the available Institution view. If the bank connection itself needs attention, open Manage bank sync and resolve that connection state. Repeatedly refreshing a list will not complete an expired bank authorization.
Do not interpret an unchanged transaction count during a failed refresh as confirmation that no new bank activity exists. Likewise, an old category visible on a row may need to be checked after current results load. If the task depends on the latest bank amount or correction, wait for verified evidence before making the decision. Existing records can still be reviewed with their stated limitations, and a refresh failure alone is not a reason to reimport them.
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