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 going to Settings > Linked Accounts. From here, please select the bank you want to check.
Please confirm that:
- Your bank is successfully connected without any errors
- The last updated date is within 4 days from the current date
- 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.
- 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.