What do I do if my Round-Up transactions are not populating?

Article author
Jennifer
  • Updated

Since we wait until your bank transactions fully process, sometimes you may experience a delay in seeing any new Round-Ups. You can check the date we last received an update from your bank by following the steps below:

  1. After logging in to your account, tap the menu (avatar) in the upper left or right corner of the screen
  2. Tap "Settings" or click on "Profile & Settings"
  3. Tap or click on "Linked Accounts"
  4. Tap or click on the bank and confirm that
    • Your bank is successfully connected without any errors
    • The last updated date is within 4 days from the current date
  1.  

Additionally, please review the following:

  1. Double-check if these transactions are fully posted to your online bank account.  Transactions that are currently pending will not be created for Round-Ups until they are settled on your bank statement
  2. If you received a new card from your bank (i.e. your card expired, it was lost, etc.) then you will need to unlink your account for Round-Ups, then relink the account to refresh the connection and have the new card populated in order to track the new card for Round-Ups.
  3. Verify that your online banking security features allow for third party access

If you’ve confirmed the above and are still not seeing Round-Ups, please try unlinking and relinking the account to re-establish the connection. If this does not resolve the issue, please contact us and we would be happy to investigate further.

 

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