Keeping your transactions syncing regularly to Weekly is an important feature for most PRO users. Weekly uses a service called Plaid to connect with tens of thousands of different financial institutions in the U.S. and Canada. Unfortunately, sometimes these connections can be delayed or broken. If you’re institution is not syncing, here’s some things you can do.
- Check the sync history to see the last time your institution successfully synced.
- Try using an on demand sync (You can trigger a sync for free if your bank has not synced in past 24 hours)
- If that doesn’t bring in new transactions, you may need to update your credentials.
- Go to Money > Accounts > Your Institution > Update Credentials
- If this still doesn’t work, there may be a temporary outage. Waiting a few days often resolves this issue.
If syncing does not resume after several days there may be the a problem with the bank’s connection with Plaid. In this case the following steps may help.
- Contact your bank – Some customers have had success contacting their bank and explaining that there is a connection issue with Plaid.
- Contact Weekly support – We can check on the connection status with Plaid and help escalate the issue. Reach out us by going to the “More” tab then “Contact Support” in the app or email [email protected]. Reaching out to us via the app is preferable because it will help us quickly identify your account and can help speed up resolution.
In some cases there are financial institutions that simply don’t work with Plaid. In this case you have a few alternatives.
- Start using a different account that is syncing – This may not be ideal but you can switch to a different institutions that is syncing successfully.
- Add transactions manually – Adding transactions manually is some additional work but it’s fully supported. You can add all types of transactions (income, bills, day-to-day spending, and funds). If the connection to your institution is eventually restored, you can map these manual transactions to the bank transactions.