Bank connections
My bank isn't listed or won't connect
What to try when you can't find your bank or the connection fails.
If you can't find your bank
- Try the bank's full legal name, or its website address.
- Small credit unions sometimes appear under their processor's name. Search your city or state.
If the connection fails
- Wrong credentials: sign in to your bank's website directly first to confirm your password works.
- Two-step verification loops: wait a minute and try again. Some banks send codes slowly.
- "Institution unavailable": the bank's connection is temporarily down. These usually recover within a few hours.
Still stuck?
You can still bring the transactions in:
- Import a CSV downloaded from your bank's website.
If none of that works, contact support from Settings → Help & support and tell us the bank's name.