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

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

Additionally, please:

  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. 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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