Banktrack
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  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
    • Privacy
    • Plans and pricing
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  1. BANKS

Bank synchronization

AnteriorTypes of bank connectionsSiguienteReconnect a bank

Última actualización hace 8 meses

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When you connect a bank in Banktrack, an automatic synchronization will occur every 6 hours by default.

You can also perform a manual synchronization from the section by clicking the 🔄 Sync button.

The transaction history obtained during bank synchronization depends solely on each bank. However, it is possible to perform an extended synchronization to recover the maximum possible transaction history. To do this, select the Historical Sync button when you click the 🔄 Manual Sync button.

Historical transaction synchronization may require additional security validation (such as an OTP message from the bank, confirming a notification, logging into the app, etc.) and takes longer than a standard sync.

If you have any questions regarding bank synchronization, you can contact us via the chat you'll find in the bottom right corner of the screen.

If the historical synchronization does not retrieve all the transactions you need, you can always perform a manual transaction import. More information on this can be found on .

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this help page
Banks
Historical bank synchronization