Bank Connections
Link institutions, choose accounts, monitor consent and sync health, and control which accounts feed Eigenn.
Bank Connections is the administration page for the sources that feed bank transactions into Eigenn. It is where you authorize institutions, choose accounts, inspect connection state, sync or reconnect, and remove stale sources.
Open it from Settings → Account → Bank Connections.
Bank Connections Is Not the Ledger
| Product area | Primary job |
|---|---|
| Settings → Account → Bank Connections | Manage institution authorization, sync health, and included accounts. |
| Transactions | Review individual cash movements, receipts, matches, categories, tags, owners, and notes. |
| Finances → Overview / Reports | Analyze aggregate financial performance. Older Finances → Bank links redirect to Finances → Reports in the current application. |
Use Sync or Reconnect here when the source is stale. Use Transactions when a row needs review.
Before You Connect
Have:
- access to authorize the institution
- the institution's country and name
- at least one supported account to select
- an available bank-connection slot on the workspace plan
Provider coverage, historical depth, and consent duration depend on the institution and country. Eigenn currently presents supported institutions through Plaid, Teller, GoCardLess, or Enable Banking and identifies the provider in search and on synced connection state.
Connect an Institution
- Go to Settings → Account → Bank Connections.
- Choose Connect Bank.
- Select the country and search for the institution.
- Review the provider and choose Connect.
- Complete the provider's authorization flow.
- Review the retrieved accounts. All are selected initially.
- Keep at least one account selected and choose Continue.
- Watch the initial sync stage, percentage, current account, account count, and transaction count when available.
The three-step flow is Bank → Accounts → Sync. The account step shows each account's name, type, balance, and currency. The connection cannot be saved with zero selected accounts.
If the sync screen reports a failure, Retry restarts from the bank step. Continue closes the flow while background processing continues.
Connection Cards
Each institution has one card with its logo, name, state, actions, and expandable account list.
Connection states
| State | Meaning | Recommended action |
|---|---|---|
| Syncing | A sync job is running. Progress and the current account may be shown. | Wait for completion before starting another sync. |
| Synced | The connection has completed a prior sync. The card shows how long ago and which provider was used. | No action unless data is stale. |
| Never synced | Authorization exists, but the connection has no completed access time yet. | Run sync and inspect the resulting progress. |
| Connection issue | The stored connection is disconnected. | Choose Reconnect to restore provider permission. |
| Expires soon | Stored consent expires within 30 days. | Reconnect before access lapses. |
| Expired consent | Provider permission is no longer valid, even if the warning badge still uses expiry wording. | Reconnect, then run sync. |
The connection UI derives its expiry warning from the provider's consent timestamp. Treat any zero or negative days-remaining message as expired access that needs reconnection.
Sync one or every connection
Use the sync icon on a connected card to pull its latest transactions. When the page has more than one connection, Sync All starts a sync for every connected card and reports how many requests succeeded or failed.
Disconnected connections are skipped by Sync All. Overlapping sync requests for the same connection are deduplicated, so wait for the current job to finish before expecting a second run.
Reconnect
Reconnect refreshes provider authorization. The exact provider flow varies, but a successful authorization starts or enables another manual sync.
Use reconnect when:
- the card shows Connection issue
- access is expiring or expired
- the institution changed its login or consent requirements
- repeated syncs fail before account processing begins
Manage Accounts Inside a Connection
Expand a connection card to see its bank accounts.
For each nonmanual account, the enable switch controls whether it is included in sync and reporting. Disabled accounts remain visible but appear dimmed.
Open the account actions menu to:
- Edit its local name, type, and nonnegative balance
- Import a CSV specifically into that account
- Remove the account
Removing an account permanently deletes its associated transactions. This is not the same as disabling it. Disable first when you only want to stop new sync and reporting activity.
Remove a Connection
Deleting a connection removes the institution connection, every account under it, and all associated transactions. It also stops future sync.
Before deleting:
- Export any transaction history the team must retain.
- Confirm the same institution is not the only source for a report or forecast.
- Check for manual notes, attachments, categories, or matches attached to its transactions.
- Prefer reconnect or account disablement when the problem is temporary.
Limits
The connection limit counts institution connections, not individual accounts selected within one institution.
| Plan | Current bank-connection limit |
|---|---|
| Free | 1 |
| Starter | 2 |
| Pro | 10 |
| Enterprise | Unlimited |
The connection flow displays the workspace's current usage and limit and blocks a new institution when capacity is exhausted. Reauthorizing an existing institution updates its connection rather than consuming a second slot.
Plan configuration can change; the limit shown in the product is authoritative for the current subscription.
Verify a Healthy Connection
After setup or maintenance, confirm:
- the institution card is present and not disconnected
- expiry is understood and has enough remaining consent time
- every intended account is present and enabled
- account name, type, currency, and balance look reasonable
- the latest manual sync reaches Completed
- recent source rows appear in Transactions under the correct account
- date, amount, currency, merchant, and counterparty match the institution
Troubleshooting
No banks match the search
Change the country and try the institution's complete name. Provider coverage varies. Use Transactions → Import/backfill for a CSV alternative and send support the institution name, country, and account type.
Link is not ready
Wait a moment and retry. Plaid link preparation is currently used for US and Canadian institution flows; changing country can change the available provider path.
Connection saves but no transactions arrive
Expand the card and confirm at least one account exists and is enabled. Run manual sync, wait for the job to finish, then clear filters on Transactions. A newly authorized card can show Never synced until the initial job completes.
Sync fails
Read the error toast, then retry once. If it fails again, reconnect the institution. Collect the institution, provider, connection state, current account or stage, and approximate failure time before contacting support.
The card says access expires in a negative number of days
Treat the consent as expired and reconnect. The current warning-state ordering can keep the expiry-warning presentation even after the stored date passes.
An account is missing from reports
Expand its connection and confirm the account switch is enabled. Then inspect whether its transactions, statuses, or categories are excluded from analytics or reports.
A connection cannot be removed safely
Export the associated transactions and document the replacement source first. Removing a connection cascades to its accounts and transactions; there is no nondestructive “hide connection” action.