Kualia
Kualia
3h ago

Refresh Synced Accounts button

Is there a way to add a button to the Transactions page where it re-syncs all the linked bank accounts? I think that would be convenient to head there -> click refresh -> and pull in anything that didn't sync. I've had to manually add a few transactions.
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Reviewing
changed status toUnder Review·3 hours ago
3 hours ago

@Tyler, which bank(s) are you using? Feel free to email me some specifics. I think it'll be better for me get to the root cause of why some transactions are not coming in rather than a manual sync. Manual sync actually isn't possible with the way things work with Plaid. They always send whatever transactions they have. So re-syncing doesn't find new ones, it just gets the same ones they already sent. This might be just a problem with your banks or your connections specifically, so I'll see what's up. 🤝

3 hours ago

Thanks for the reply - we bank only with Capital One. Reconnecting in the settings pulls in the new transactions, but it doesn't do it on pageload or anything like that.

2 hours ago

Do you disconnect then reconnect, or just go directly to Reconnect (only available on web). How long do you usually wait without seeing your transactions before realizing something is wrong and they're not coming in? And, how are all of the transactions missing for the day(s), or are there some missing in between?

2 hours ago

I just did reconnect on the web app. It was one day, but there was a good amount of transactions it pulled in in one day. On my other workspace, it didn't refresh for 6 days.