Troubleshooting Bank Connections
Your first attempt to connect a bank account to Ambrook can be unsuccessful for a number of normal reasons. This article covers the steps to take to get your connection working again, depending on the situation.
Fixing an existing connection
If a connection stops syncing or shows an error, start by trying to repair it before creating a new one.
Go to Settings → Connections.
Find the affected bank in the list and click the three dots next to it.
Select Update Login (or Fix Login, if the connection shows an error). This will walk you back through entering your credentials with your existing connection provider.
If Update Login completes but new transactions still aren't coming in after a few minutes, move on to creating a new connection below rather than continuing to retry the same one.
Creating a new connection
If updating the login doesn't resolve the issue, the next step is to connect the account again from scratch using a different connection provider.
Don't worry about starting a new connection; none of your existing transaction history and tagging gets lost or affected by connecting again!
From the Connections screen, click the three dots next to the New button in the top right.
Select Connect with Plaid and try reconnecting your bank.
If that doesn't work, go back to the same menu and select Connect with MoneyKit instead.
Once the new connection is syncing successfully, reach out to support to request an account merge. This combines the new connection with your original account so you're not left with duplicate accounts or transactions.
Ambrook works with multiple connection partners to securely link bank accounts and sync transaction data, so if one provider can't reach your bank, another often can. The same three-dot New menu also has a Report Issue option if you want to flag the problem directly to Ambrook while you're there.
Unable to find your bank in search
If your bank doesn't appear when searching during either Plaid or MoneyKit connection, try entering the URL you use to log into your online banking portal in the search bar instead of your bank's name. If it still doesn't appear, you'll likely need to import transactions instead — see below.
Trying a different account type
When you search for your bank, you may see multiple options for the same institution, such as separate options for personal vs. business accounts. If your first attempt fails or your credentials show as invalid, try the connection again and select a different one of these options for your bank.
Unsupported institutions
Some banks — such as Farm Credit or PayPal — are known not to support automatic syncing, or to provide unreliable transaction data. If you use one of these institutions, Ambrook will notify you during the connection process. In these cases, we recommend using the transaction import method below rather than continuing to retry a live connection.
Importing transactions
If you're unable to connect your account through either Plaid or MoneyKit, Ambrook has a transaction import process you can access from the same three-dot New menu on the Connections screen. This requires downloading a CSV of transactions from your bank, after which we have a guided process for getting them into Ambrook based on your file's formatting. For more details, see Importing Transactions.
Getting support
If you'd like more information about why your bank won't connect, or want guidance on importing transactions, reach out to support by clicking the Get Help button at any time.