Connection health and renewal

Where to find it

Settings → Connections

✅ Common tasks

Review your connections

1. Open Settings → Connections

2. Check each connection's provider, type and status

3. Look for an Active or Expired badge on the connection

4. Note that removed connections won't appear in the list

Only Owners and Admins see full connection details; other roles just see status.

Renew an expired bank connection

1. Open Settings → Connections and find the expired connection

2. Click Connect beside it

3. Complete verification with your bank when redirected

4. Confirm the badge now shows Active

5. Check the Transactions page for new activity

Banks require re-authentication roughly every 180 days under EU PSD2 rules — this isn't a Cashfeed limit.

Reconnect an expired accounting connection

1. Open Settings → Connections and find the affected accounting entry

2. Follow its reconnection flow, which varies by provider

3. Confirm the connection shows as active again

If the Connect or edit control is greyed out, only the named connection owner, an Owner, or an Admin can renew it.

🔗 See also

• Banking connections

• Managing multiple synced bank accounts

• Transactions page

• Accounting connection settings

• Connecting a shared mailbox