Sync Problems

Issues with data not updating properly? Here's how to fix sync problems.

Account Shows "Needs Attention"

Problem: Your connected account displays a "Needs Attention" status.

Solutions:

1. Re-authenticate: Go to Bank Connections, click on the account, and click Reconnect
2. Check bank status: Your bank might be experiencing issues
3. Wait and retry: Temporary Plaid issues usually resolve within hours
4. Update credentials: If you changed your bank password, you'll need to reconnect

Manual Refresh Not Working

Problem: Clicking "Refresh" doesn't seem to do anything.

Solutions:

• Wait a moment - refreshes can take a few seconds
• Check if there's already a refresh in progress
• Reload the page after refreshing
• Try again in a few minutes

Data Not Updating After Bank Activity

Problem: You know there's new activity but PropFlow isn't showing it.

Timeline expectations:

• Most banks: 1-4 hours for new transactions
• Some banks: Up to 24 hours
• Pending transactions: Won't appear until posted

What to do:

1. Verify the transaction is posted (not pending) at your bank
2. Wait the appropriate time for your bank
3. Try a manual sync
4. If still missing after 24 hours, contact support

Analytics Not Matching Transactions

Problem: Dashboard numbers don't match what you see in the Transactions page.

Common causes:

• Status filtering: Only "Auto-categorized", "Manually Assigned", and "Split" transactions appear in analytics. "Uncategorized" and "Needs Review" transactions are excluded.
• Excluded transactions: Excluded transactions are not counted
• Date range mismatch: Dashboard uses selected date range; Transactions page shows all time by default
• Split transactions: Parent transaction amount is replaced by individual split portions (splits ARE included in analytics)

Solutions:

1. Review and categorize all "Needs Review" items on the Transactions page
2. Check the date range selector in the dashboard header
3. Verify excluded transactions aren't hiding expected data
4. For splits, the total should match when you add up all split portions

See Categorizing Transactions for details on transaction statuses.

Duplicate Transactions Appearing

Problem: The same transaction shows up multiple times.

Possible causes:

• Bank correction (void and repost)
• Linked the same account twice
• Plaid data issue (rare)

Solutions:

1. Check if they're truly duplicates (same date, amount, description)
2. Review your linked accounts for duplicates
3. Exclude the duplicate transactions
4. Contact support if this persists

Account Shows "Needs Attention" Persistently

Problem: An account continues to show "Needs Attention" even after reconnecting.

Why this happens:

• Bank changed security requirements
• Password was changed at your bank
• Bank session expired (normal)
• Bank revoked third-party access
• Temporary issue with your bank's connection to Plaid

Solution:

1. Go to Settings > Bank Connections
2. Click the Reconnect button next to the affected account
3. Confirm the data refresh in the dialog
4. Enter your current bank credentials
5. Complete any 2FA requirements
6. If issues persist after 24 hours, contact support