Troubleshooting Bank Sync

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 support@weeklybudgeting.com. 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.

What to do if my bank account won’t link?

1. Run an on demand sync, if it’s been 24 hours you can sync without using a sync credit.
2. Update your bank credentials by going to Accounts, (Your Institution) , Update Credentials.
3. Try running an on demand sync again.
4. If that still doesn’t work, reach out to support through the app. Tap the menu in the top left and then tap “Support”.

I can’t I find my financial institution. What do I do now?

Weekly uses a service called Plaid to connect with over 12,000 financial institutions. Although this number continues to grow, not all institutions are currently supported. If you can’t find your institution when searching in the link interface it’s not supported at this time.

There are a few options available if your institution is not supported. You can enter transactions manually which can be a helpful practice in mindfulness, or you can move your spending over to a supported institution.

Remember you don’t need to link all your institutions, only those that reflect your spending.

Why do I need to re-authenticate with my financial institution?

Occasionally you may need to re-authenticate your linked financial institution with Plaid. This can happen for a number of reasons. For example, if your password changes or Plaid encounters a multi-factor authentication prompt it cannot resolve without your input.

Fortunately re-authenticating is fairly straight forward. If you are experiencing an authentication error, on the dashboard you’ll see a card at the top titled “Update credentials”. Tap the “Update” button next to your institution and then go through the authentication flow to restore the connection and continue syncing transactions.

If you run into an error while authenticating or are continually prompted to re-authenticate, send a message to our support team and we’ll help troubleshoot the issue. To send a message to support in the App, click the menu at the top left and hit “Support”.