Return to Knowledgebase

How to manage connected bank(s)


Part 1 - Automatic Sync

Bank Sync occur twice daily. However, your bank may take longer than 24 hours to process your transaction. Once processed, it may take 48 hours for myPortableFinance to sync the transaction - but it will be backdated to the date your bank processed the transaction


Part 2 - Manual Sync

If you wish to force a manual sync, you can click the re-sync button on your selected bank


Part 3 - Disable Sync

If you wish to disable sync, you can click the disable-sync button on your selected bank


Part 4 - Re-Enable Sync

If you wish to re-enable sync, you can click the re-enable-sync button on your selected bank (only available to disabled banks)


Return to Knowledgebase

Was this article helpful?

Have some feedback?

Article last updated: 08/04/2021

loading