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How long does it take to load transaction data for the first time?

What you can expect after connecting your accounts using our secure linking provider, Plaid

Michelle McGowan avatar
Written by Michelle McGowan
Updated over 2 weeks ago

After you have linked your bank account or credit card using our secure linking provider, Plaid, it typically takes up to 15 minutes for a successfully linked account’s data to sync for the first time. However, it can sometimes take up to 24 hours, depending on how quickly your bank provides us with your transaction data.



Still waiting for your transactions to appear after 24 hours?

If your account is still analyzing after 24 hours, try unlinking and relinking the account.

To unlink and relink your account from the Mobile App:

  1. Tap on the Settings (⚙️) icon in the upper left corner of the Dashboard.

  2. Next, tap on Linked Accounts from the side menu

  3. From there, tap the '...' next to the bank you want to unlink

  4. After you have successfully unlinked your account, you will need move forward from Linked Accounts

  5. Tap the Add Institution button

  6. Enter your bank's name in the search bar and select it when it loads

  7. Tap continue to securely enter your username and password that you'd use to access your bank account online, through our third-party linking provider

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