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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)


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Article last updated: 08/04/2021

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  • Connected Banks
  • Connected Banks2
  • Dashboard
  • Income Tracking
  • Income Sources
  • Expense Tracking
  • Debt Manager
  • Savings Goals
  • Tax Deduction Manager
  • Tax Deductions
  • Income Categories
  • Expense Categories


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