You don't need to do anything to keep a bank connection current. New transactions come in on their own, and each bank's card on Accounts shows when it last updated.
Automatic updates
- Some connections say updates automatically on their card. They bring in new transactions as soon as your bank's data is ready, because the connection service tells us when there's something new.
- We also check every connection on our own about once a day, even when you're not signed in, and again when you open Finly Money if a connection hasn't updated in 12 hours.
- When new transactions land while you're using Finly Money, a short note says so, for example RBC: 4 new transactions, with a View button.
Your bank decides when a purchase shows up in its own records, so a transaction can take a little while to appear. Syncing more often can't make your bank share it sooner.
Check now with Sync
Open Accounts
Go to Accounts.
Press Sync
Press the circular arrows on the bank's card (Sync now). To check every bank at once, use Refresh all at the top of the page; on a phone, it's the circular-arrows button beside the round + button.
Let it run
The arrows spin while it checks. New transactions appear in your lists as they land.
After a sync, the button rests for a couple of minutes on Plaid connections and five minutes on Flinks connections. Its tooltip says when you can sync again. If your bank has new transactions waiting, you can sync straight away.
Banks that ask for a security code
Some banks ask for a code every time anyone signs in. On banks connected through Flinks, that can hold back new transactions until you answer. The bank's card tells you:
- Verify to refresh: your bank asked for a code before sharing its latest transactions. Press Verify and answer it. What it sent before is already in Finly Money.
- Sign in to refresh: your bank hasn't sent anything new for a week. Press Sign in for a quick sign-in, often with a code.
Pending transactions
Through Plaid, purchases your bank hasn't posted yet show as Pending, then update in place when they post. Through Flinks, transactions come in once your bank has posted them. See What are pending transactions and transfers?
Right after you connect
A new connection brings in recent activity first. Older months keep arriving over the next few minutes, and the bank's card shows how far back it has reached. You don't need to stay on the page or refresh. See Why are some transactions or months missing?