When a bank feed stops

Nothing is lost#

When a bank feed stops, new transactions pause. Everything already in EscBooks stays exactly as it was: your expenses, statements, and the lines from the bank you haven't brought in yet. Once the feed is back, every day you missed comes in on its own, for your review like any other month.

Why it happens#

• Your bank asks you to sign in again. Many banks do this every so often for security, sometimes every few months, and after you change your bank password. Some connections also expire after a set time; EscBooks asks you to sign in again as soon as Plaid says one is about to. Until you do, the bank stops sharing new transactions.
• The bank isn't answering. Now and then a bank has trouble on its side. EscBooks keeps trying every day, and most of the time it sorts itself out.
• You turned off access for EscBooks at your bank or at Plaid. EscBooks then disconnects the feed, as if you'd clicked Disconnect. Connect the bank again to start it back up (see Connecting a bank).

How EscBooks tells you#

A feed is in one of three states, and each shows in its own places:

• The dot beside the account's name turns from green to amber, with a line under it on Accounts: "needs you to sign in again", or "hasn't synced in 4 days".
• The Bank Feed card on the account says Sign in again or Not syncing, and what to do.
• The bell lists it under Bank feeds. Clicking the notice opens the account. Dismissed, it comes back if the feed stops again later.
• An email to the business's owners, when a bank asks you to sign in again: "Reconnect" your bank, with a link straight to the account. If it still needs signing in a week later, one reminder follows. That's all: not every day, and nothing once you've reconnected.
• Recent Activity, in Settings → Security, lists each time a bank needed signing in again, and each reminder.

The balance while it's stopped#

A connected account shows the bank's own balance, from its last sync. Once the feed hasn't synced for 7 days, for whatever reason, that figure is too old to lead: the account shows your latest approved statement's closing balance instead, or the balance you entered if there's no statement. The account's page says so in a line under the Balance, and the small icon beside it changes from a bank to a page (or a pencil). Once the feed syncs again, the bank's balance is back. A disconnected account shows the statement's balance straight away.

Fixing “Sign in again”#

Accounts

1

Accounts

Your business bank and credit accounts, with their statements and balances.

Add ManuallyConnect a Bank

Drag a card, or use its arrows, to put the accounts in your order.

Cedar Bank Business Checking···4821Cedar Bank needs you to sign in againBank account · $10,906.40 as of Sep 30$41,372.89266 expenses in 2026

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

1 month without a statement yet. Last charge Sep 29.Expenses

Business Card···7710Cedar Bank needs you to sign in againCredit account · owes $1,712.38 as of Sep 30$14,306.52212 expenses in 2026

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

1 month without a statement yet. Last charge Sep 28.Expenses

Step 1 of 4PauseStart over

1. 1The account's dot turns amber, and the bell lists it under Bank feeds. Click the notice to open the account.
2. 2On the Bank Feed card, click Reconnect.
3. 3Plaid's window opens for that bank. Sign in again, and answer any question your bank asks.
4. 4EscBooks catches up at once. The dot is green again, and the days you missed wait to Bring In.

1. Open the account from the email, the bell, or Accounts.
2. On the Bank Feed card, click Reconnect.
3. Plaid's window opens for that bank. Sign in, and answer any security question your bank asks.
4. EscBooks says your bank is reconnected and catches up straight away. The dot goes green, and the days you missed show on the card as months to Bring In.

One reconnect covers every account at that bank. Reconnecting is for an owner of the business; your accountant sees the feed's state but can't reconnect it. Now and then it clears up without you: when Plaid tells EscBooks the sign-in is fixed, the feed catches up on its own.

Fixing “Not syncing”#

A feed shows Not syncing when it hasn't synced for more than 3 days and the bank hasn't asked you to sign in.

1. Click Sync Now on the Bank Feed card. If the bank answers, everything since the last sync comes in. If the bank turns out to want a new sign-in, the card switches to Sign in again, with Reconnect.
2. Still stuck after a day or two? Disconnect the bank and connect it again with Connect a Bank (see Connecting a bank). Pick the same accounts in EscBooks.

Disconnecting deletes only the lines from the bank you hadn't brought in yet; connecting again brings them back from the bank. Months you'd already approved may show on the Bank Feed card again: when you bring them in, lines already in your books are flagged as already recorded, so they aren't added twice.

Catching up by hand#

In a hurry, or the bank won't reconnect? Download the missing weeks from your bank's website and import them (see Importing statements). When the feed comes back, the lines you imported are recognized as already recorded.