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Manual tracked accounts

Mar 07, 2018 11:04PM EST

My banck account would not update so I checked the manual tracked. How do I recconnect the manual tracked to the bank?

Best Answer

HelloWallet Support Answer

Mar 08, 2018 11:10AM EST
Anthony
HelloWallet Support

Unfortunately, once an account is manually added or tracked you will not be able to reconnect that account for automatic updates. Instead you will need to re-add the account from the Accounts tab, you can do this by clicking the +Add Accounts button and searching the bank name or URL. If you are worried about losing any transaction data, you do have the option to export the data out and then import the data back to the newly added account. I have posted some links below with instructions on how to do so!

Export-https://support.hellowallet.com/customer/en/portal/articles/1245026-export-transactions?b_id=673

Import-https://support.hellowallet.com/customer/en/portal/articles/1359486-import-transactions?b_id=673

If you have any other questions or need any additional help with this, please reach out to one of our support agents at Support@HelloWallet.com and we would be happy to help.

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