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A connected bank sends new transactions to finerd on its own. From time to time, the bank asks you to sign in again. The connection’s status tells you when that happens and what to do.

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Check the connection status

Each connected bank has a status. finerd shows it next to the bank in Institutions, on the bank’s screen and on each of its accounts. Some banks give access for a limited time. When the end is a week or less away, the bank’s screen shows a warning such as Your bank connection expires in 5 days and a Reconnect button, while the status is still Connected. Reconnect before then to keep transactions coming. If a bank stays in Reconnection Required, finerd eventually disconnects it. In the last days, the bank’s screen counts down, for example 3 days left to reconnect institution or it will be disconnected automatically.
  1. Open More → Institutions. The status is next to each bank.
  2. Select a bank to see its status and accounts.
A connected account shows the same status in Accounts and on the account’s panel. If the bank needs attention, the account’s panel also shows Reconnect at the bottom.
Connected institutions page with a bank marked Connected and its two accounts below.

The status next to the bank.

Account panel of a connected credit card with the Connected status under its name.

The same status on a connected account.

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Reconnect a bank

Reconnecting works like connecting the bank the first time, except that you start from the bank you already have and your finerd accounts stay linked to the same bank accounts. There’s nothing to set up again.
  1. Open More → Institutions, select the bank, then Reconnect. On the web and iOS, an account of that bank also has Reconnect; on iOS, so does the sync button next to the bank.
  2. Sign in to your bank and allow access, as when you first connected it.
  3. Back in finerd, check that the accounts are still selected. On iOS, tap Save.
iOS Accounts to connect screen with two bank accounts, each Linked to the same finerd account, and Save.

On iOS, the accounts stay linked. Tap Save to finish.

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Monobank and PrivatBank

These two banks reconnect differently. Monobank. You confirm access in the Monobank app.
  • On the web, select Reconnect. finerd shows a QR code: scan it with your phone, tap “Confirm” in the Monobank app and return to finerd. Once the access is confirmed, finerd opens Monobank’s panel.
  • In the iOS and Android apps, tap Reconnect, then Open Monobank. Tap “Confirm” in the Monobank app and go back to finerd.
iOS Connect Monobank screen explaining that Open Monobank leads to the Monobank app, where you tap Confirm, with the Open Monobank button.

In the iOS app, Open Monobank takes you to the Monobank app.

PrivatBank. It connects through your Gmail, so it has no Reconnect button. When finerd asks you to reconnect PrivatBank, disconnect it and connect it again with the same Gmail address, the same accounts and the same card digits, on the web or in the iOS app. See Connect PrivatBank through email.

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After reconnecting

New transactions start arriving again. finerd also gets each account’s current balance from the bank. If your transactions in finerd don’t add up to it, finerd adds a Balance correction for the difference, so the account balance matches the bank. For some banks, including Monobank, finerd then asks the bank again for that period’s transactions, up to three months back. If the missing transactions arrive, the correction shrinks or disappears. If a Balance correction stays, review the discrepancy to find what’s missing.

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If it still doesn’t work

If transactions still don’t arrive after you reconnect, write to support from the bank’s screen and include the connection’s details.
  1. Open More → Institutions and select the bank.
  2. Select ⋮ → Meta data (iOS and Android: Metadata). It shows the connection’s status, how many transactions finerd received from the bank, and technical details such as the connection ID.
  3. Copy the details. On the web, Copy copies all of them. In the apps, tap a line to copy it.
  4. Go back to the bank, select ⋮ → Contact support and paste the details into your message.
Meta data panel with Connection status ACTIVE, 8 transactions processed out of 8, the connection and institution IDs, Sync provider and Copy.

Meta data on the web, with Copy.

iOS Metadata screen with Status Connected, 8 transactions processed out of 8, and the connection and institution IDs.

Metadata in the iOS app. Tap a line to copy it.