Bank accounts - Transactions and balances
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
How do I get up to date account balances and transactions?
To get the latest account balances and transactions, ensure that all your accounts are refreshed.
On both the home page and the accounts page, there is a refresh icon on the top right hand of the screen, tapping it will kick of a refresh of all your connected accounts. This refresh can take a few minutes to complete, you can check the status of your refresh on the accounts page.
However if you are still seeing your account balances and transactions out of date, please check the following:
1. Has your connection expired? If so, you will see a 'login expired' prompt, follow the steps here and re-connect your account(s) to get up-to-date balances and transactions.
2. If your account connection is still live and your account balances and transactions are not syncing, please check our Twitter page. If there's a known issue/service outage with your provider, we post about it there.
3. If there's no service outage, please get in touch with the support team by submitting a service request here.