Manage or troubleshoot an accounting bank connection
Check bank status, refresh imports and recover access while keeping existing history.
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Accounting bank feeds import data. They do not move money or change where rent payments are deposited. Review existing accounts before linking the same bank again.
Keep bank passwords and verification codes in the bank or Stripe window. For support, share the bank name, error wording and time, never sign-in credentials.
Step 1: Find the existing account and read its status
Choose Open Manage accounts below, or Accounts in the Accounting menu. On a phone, open Menu first. Review the account name, institution, ending digits and any Reconnect required message. Expand archived, unlinked, or merged accounts if the expected account is not in the active list.
Step 2: Refresh transactions or check a balance
For transaction imports, open Transactions, choose To book to reach Import feed, then open More and choose Refresh linked banks. Read the result for pending fetches, failed refreshes, imported transactions and any Rules booked count. Existing booking rules can book matching imports during a sync.
Step 3: Reconnect when bank access is required
When Accounts shows Reconnect required, choose Reconnect bank for that account. A disconnected account in the collapsed history section also offers Reconnect bank. Follow the existing-connection choice and Stripe prompts in the linked-bank guide, keeping access to the intended accounts. After returning, review Confirm account details and choose Save & continue.
Step 4: Check the imported activity and any missing dates
Use View all on the account or return to Import feed. Check the account and date range, compare amounts and descriptions with the bank statement, and review both unbooked and booked transactions. If a fetch is still pending, follow its status instead of treating an empty feed as success.
Step 5: Choose archive or unlink only for the intended purpose
To remove an account from the active list while retaining its history, open its More actions menu and choose Archive. Find it later under archived, unlinked, or merged accounts and use Restore when offered. To stop a linked feed, choose Unlink and read the confirmation before confirming.
Rename an account or change its organizing labels
Open the account’s More actions menu, enter the intended name and choose Rename. For organizing labels, choose Account settings, then review Account type, Book (optional) and Property (optional). Choose Save account settings and wait for the saved message.
These settings do not recategorize transactions, move existing entries between books or change payment destinations. If a property and book are both selected, the property must currently belong to that book.
If the settings changed elsewhere, choose Reload current settings, review the latest values and save again. Close dismisses the dialog without submitting unsaved edits.
Review duplicate accounts before merging
Use Review duplicate account on the source account, or Review merge for an archived source. In Review duplicate accounts, choose Account to keep and Check merge. This first review does not move records.
Only an eligible manually imported source can merge into an active linked or manual account. Two linked provider accounts cannot be merged. Posting, trust, reconciliation or payout history, conflicting labels and unresolved duplicate reviews can prevent a merge. Read Items to resolve and keep the original records when a blocker remains.
Review the transaction counts, possible duplicates, surviving settings, rules and loan references. Use Compare these imports for flagged overlaps and make an explicit distinct-or-excluded decision. Matching dates and amounts alone do not establish that every row is a duplicate.
Only after confirming the accounts represent the same real bank account and reviewing the listed effects, select the confirmation checkbox and choose Merge reviewed accounts. The surviving account keeps its settings; eligible imports and account-specific rules and loan references move to it. The source remains as import history. No money moves and the merge does not book transactions or run rules.
Wait for the confirmed result and use View surviving account. If a request times out and Check pending merge appears, use that action to resolve the existing request. If the review becomes stale, check the merge again before confirming.
If refresh or reconnection does not finish
Your bank is still fetching transactions means the fetch is pending. A failed refresh is a separate result. Read the message and check the account’s current state before retrying; neither message means earlier bookkeeping was deleted.
For a pending balance, use Check balance update when offered. Last balance update failed means the displayed amount may still be a saved snapshot. Check its date and compare with your bank before relying on it.
If a bank needs reconnection, complete the secure bank flow. For a sign-in or session error, sign in to the same Rentari portfolio again. If the bank is unavailable or the provider repeatedly fails, retain the error wording and use the linked-bank guide’s recovery steps or the manual statement-import path.
Do not unlink and recreate a bank merely to bypass an unexplained error. Check existing and archived accounts first so imported history and overlapping transactions remain reviewable.
Check the result
- The intended account’s status, import result and available date range have been checked. Pending or failed results have not been mistaken for a completed refresh.
- Existing history remains available, and any archive, unlink or eligible merge has been checked against its stated effect.
FAQs
Can I delete a bank account from this menu?
The current Accounts menu offers Archive and, for linked accounts, Unlink. It does not provide a permanent Delete action. Use the action that matches your purpose; neither is an instruction to erase booked history.
Does a new balance mean all transactions are current?
No. Balance refresh and transaction import are separate. Review the dated balance, the transaction refresh message, the imported date range and any rules-booked activity separately.