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.

This means your bank reported an issue to Plaid — such as an expired session, password change, or revoked third-party access. Your existing transactions are safe, but new transactions won't sync until the connection is restored.

Solution:

1. Go to Bank Connections and click Reconnect next to the affected account
2. Enter your current bank credentials and complete any 2FA prompts
3. This usually takes less than a minute

For more details, see Bank Requires Re-authentication.

Data Not Updating After Bank Activity

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

Timeline expectations:

• Initial sync: 1-5 minutes for recent transactions, 5-20 minutes for full history
• Ongoing syncs: Most banks report new transactions within 12-24 hours, some within a few hours
• Pending transactions: Imported and displayed as they appear, marked "(Pending)"

For a full explanation of how syncing works and why it takes time, see How Transaction Syncing Works.

What to do:

1. If you just connected, wait for the full sync to complete (initial sync: 1-5 minutes, full history: 5-20 minutes)
2. For ongoing syncs, wait up to 12-24 hours depending on your bank
3. If still missing after 24 hours, contact support — our team can investigate on the backend

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