Hi. I’ve noticed a big revenue transaction that didn’t sync properly from my bank account to Stessa. I noticed other transactions seemed to have synced. Can someone tell me how to reset the sync between my bank account and Stessa so hopefully the transaction appears?
If you’re having trouble with an external data connection, please open a 1:1 support conversation so we can investigate and try to resolve the issue by involving Yodlee, our secure banking data provider. For security and privacy reasons, we do not handle requests for support involving user-specific banking issues in the forums. You can start a private conversation via the blue circle at lower right once you’re logged into Stessa. Or use the “Support and Help” menu option on the mobile apps.
Please also keep in mind that there are tens of thousands of US banks and no single industry-wide data standard. Banks are regularly changing their security protocols and some banks enforce strict credential expiration timelines, which may require you to manually refresh the connection on a regular basis.