If you're experiencing issues connecting your bank account for expense tracking or cannot locate your financial institution, it is often due to one of the following reasons:
Your login is incorrect
Your bank is changing its authentication requirements (MFA)
You’re not connecting a bank account supported by Plaid
Your login is incorrect
Although it may seem simple, it's quite common for users to forget that they've recently updated their bank login or password. Please ensure you're using the correct credentials with your bank.
Your bank is changing its authentication requirements (MFA)
We've encountered this issue frequently, as banks continually update their security measures.
Sometimes, they implement new requirements, such as rolling out an updated version of multi-factor authentication (MFA). In these cases, simply waiting until the bank completes their authentication updates should resolve the issue, allowing you to log in. Typically, the connection between Plaid (our bank sync partner) and your bank is restored quickly, but occasionally, it may take longer.
Your bank is not supported
Our banking partner, Plaid, is continually working to support more banks globally, but progress can sometimes be hindered by individual bank policies. In some cases, reaching out to your bank can encourage faster action. Nevertheless, we are working with Plaid to support more banks and financial institutions in the future.
Plaid currently supports a wide range of banks across regions such as the US, UK, Canada, and more.
Note: If you need an alternative method to import your expenses, you can export a CSV file from your bank and import it to your account via the Import/Export page.