What to Do When You Get the Error “We’re Having Trouble Connecting to Your Accounts”
Here’s What’s Going On
EveryDollar wasn’t able to sync transactions from one or more of your accounts. This could be happening for any of the following reasons:
- You removed the authorization from your bank’s website or mobile device
- Your bank may have reset your authorization for security reasons
- You might not have authorized all of the original accounts listed when you set them up
Here Are Some Options
There are two ways that you can work through this; match the account authorizations to your original set of accounts (we highly recommend this one) or delete and reconnect only the individual accounts you want.
Option 1: Match Original Accounts (highly recommended)
- Click Update Bank Login and make sure you authorize all of the individual accounts in the list on the “your connected accounts” screen.
- Click Update Bank Login
- Follow the prompts to fix your account
- After you’ve logged in to your bank’s website, be sure to select the accounts that were listed on the original screen
- Select authorize
- You should be good to go!
Option 2: Select Individual Accounts by Deleting & Reconnecting
- If there are accounts you don’t want to sync transactions from, you’ll need to delete your connection and start over. The downside to this option is that you’ll need to reconcile duplicate transactions as far back as the previous 7 days.
- Select the drop down arrow next to the COD360
- Click the “delete this institution” link
- Once COD360 disappears, click on the “Add Account” to add Capital One
- Search for Capital One or click the Capital One logo in the list under the search bar
- Follow the prompts to login via your bank’s website
- When Capital One prompts you to authorize accounts, select only the ones you want to sync transactions for
- You should be set and start receiving transactions!