Fix a bank connection that needs attention
When a bank card says Reconnect, Renew, Try again or Choose, tap its button. Reconnect within 30 days or Tavala removes the connection and keeps your entries.
On this page
Each connected bank has a card on SettingsMoneyConnected accounts. When something needs you, the card says what and shows one button: Reconnect, Renew, Try again, Choose and so on. Tap it and follow the steps. A connection that stays broken for 30 days is removed, and the entries it imported stay.
Find what needs attention
- On Home, a line names the bank and what it needs, for example "stopped importing. Reconnect by 12 Nov", and has an Open button. With several banks it reads "2 banks need you to keep importing". Open takes you to Connected accounts.
- On Connected accounts, a card with a button needs you. A card with "Synced 5m ago" and a chevron is healthy.
Reconnect a bank
- On the card, tap Reconnect.
- Confirm it is you on your device, as when you first connected the bank.
- Plaid opens for the same connection. Sign in at your bank again and approve what it asks.
- Tavala says "Reconnected" with the bank's name and "· refreshing…", and the card goes back to "Synced just now" once the import runs.
Reconnecting reuses the connection you have. You do not get a second one and no entries are imported twice.
What each card says
| The card says | What it means | Tap |
|---|---|---|
| "Reconnect to keep importing", or "Reconnect by 12 Nov to keep importing" | The bank needs you to sign in again, for example after a password change | Reconnect |
| "Access was removed at your bank" | Access was withdrawn at the bank's side | Reconnect |
| "Couldn't refresh · tap to retry" | A temporary problem, often on the bank's side. After 7 days it reads "Couldn't refresh · fix by 12 Nov" | Try again |
| "Couldn't import, try again" | The first import failed | Try again |
| "Import interrupted, try again" | The first import stopped part way. Try again resumes it | Try again |
| "Renew access by 12 Nov", or "Renew access now" | Your consent at the bank ends soon. The card asks up to 14 days ahead | Renew |
| "Your bank stopped sharing" and an account name | The bank no longer shares that account with Tavala | Share again |
| "New accounts available" | The bank has accounts you have not shared yet | Add |
| "1 new account to review" | An account arrived that you have not decided on | Review |
| "Choose which accounts to import" | The bank is linked, but you have not chosen accounts | Choose |
| "Get rates and due dates from your bank" | A card or loan can add rates and due dates | Get rates |
| "Finish adding by 14 Oct, 18:00." | The connection is waiting for payment | Pay to finish |
| "Ended with Plus. Its transactions stay." | Plus ended, so the connection did too. Nothing to tap | none |
For the card that waits for payment, see the bank connection add-on.
If Tavala says it cannot repair the connection
Sometimes the bank or Plaid has ended the connection for good. A sheet titled with the bank's name and "again" says "This connection can't be repaired", names the bank or Plaid as the one that ended it, and offers Connect again. Tap it. Tavala disconnects the old connection and keeps what it imported, then starts a new link. Its accounts return to the same wallets, and nothing is imported twice. Tap Not now to decide later.
The 30-day rule
- A connection that has been broken for 30 days is removed at Plaid.
- A link left on Choose accounts for 30 days, with no accounts chosen, is removed too.
- What it already imported stays in Tavala as ordinary entries.
- The card names the date: "Reconnect by 12 Nov to keep importing".
Reconnect before that date and nothing is lost. After it, connect the bank again; the entries you kept stay where they are. See connect a bank account.
Good to know
- Refresh now. Tap a card and choose Refresh now to ask for the latest transactions. It is not a fix for a card that says Reconnect.
- Reconnecting asks your device first. If the phone has no screen lock, Tavala asks you to set one before it opens Plaid.
- Still not importing? See my bank stopped importing transactions.
- Giving up on a bank: see disconnect a bank.
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