Help center

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.

Related