Managing multiple synced bank accounts

Where to find it

Settings → Connections → open the relevant bank connection

✅ Common tasks

Choose which accounts sync

1. Open the bank connection's settings

2. Check or uncheck the box beside each IBAN under "Select bank accounts to sync"

3. Use the IBAN, currency, description and owner to spot the right account

4. Click Update (or Sync) to save your selection

5. Check "Last synced at" later to confirm it worked

Clearing every checkbox pauses syncing for that whole bank connection without disconnecting it.

Check consent status

1. Look at the consent badge next to each selectable account

2. A red "Consent expired" badge means you need to reauthorise the connection

3. An orange badge means consent expires within 10 days

4. Reauthorise the banking connection before it expires

Hide older transactions

1. Open the bank connection's settings

2. Set "Hide transactions before" to the date you want

3. Click Update to save it

This only hides older transactions from view — it doesn't delete them.

🔗 See also

• Banking connections

• Connection health and renewal

• Transactions page

• How transaction matching works

• Transaction filters, tabs and assignees