You might use the Manage Connections feature to set up new Direct Import connections, but it also plays an important role in troubleshooting cranky connections.
Removing a bank connection is kind of like how turning your computer on and off can magically fix the strangest of issues. We can all use a quick catnap every now and then, right? 😉
Remove a Connection
- Tap on Settings.
- Select Manage Connections.
- Remove any connections to the financial institution you're having trouble with.
Removing a connection will not impact your transaction history in your account registers, and it doesn't require you to delete any accounts. It will disconnect all accounts you have connected to that financial institution, but getting those reconnected is easy peasy!
Reconnect the Accounts
Once you've removed the connection, it's time to create a fresh one and reconnect your accounts!
- Tap on Accounts.
- Select the account you'd like to reconnect, tap on the three dots in the upper right-hand corner of the app, and choose Edit Account.
- Then tap Connect to Bank to choose from your existing connections—or Add New Connection—and follow the prompts!
If you have other accounts associated with this connection, make sure to reconnect those to it, too!