Bank Connections
Link institutions, choose accounts, check consent and sync health, and control which accounts feed Eigenn.
Bank Connections is the administration page for the sources that feed bank transactions into Eigenn. It is where you authorize institutions, choose accounts, examine connection state, sync or reconnect, and remove stale sources.
Open it from Settings → Account → Bank Connections.
Bank Connections Is Not the Ledger
| Product area | Primary job |
|---|---|
| Settings → Account → Bank Connections | Manage institution authorization, sync health, and included accounts. |
| Transactions | Review individual cash movements, receipts, matches, categories, tags, owners, and notes. |
| Finances → Overview / Reports | Analyze aggregate financial performance. Older Finances → Bank links redirect to Finances → Reports in the current application. |
Use Sync or Reconnect here when the source is stale. Use Transactions when a row needs review.
Before You Connect
Have:
- access to authorize the institution
- the institution's country and name
- at least one supported account to select
- an available bank-connection slot on the workspace plan
Provider coverage, historical depth, and consent duration depend on the institution and country. Eigenn now presents supported institutions through Plaid, Teller, GoCardLess, or Enable Banking. Eigenn names the provider in search and on synced connection state.
Connect an Institution
- Go to Settings → Account → Bank Connections.
- Choose Connect Bank.
- Select the country and search for the institution.
- Review the provider and choose Connect.
- Complete the provider's authorization flow.
- Check the retrieved accounts. Eigenn selects all of them at the start.
- Keep at least one account selected and choose Continue.
- Watch the initial sync stage, percentage, current account, account count, and transaction count when available.
The three-step flow is Bank → Accounts → Sync. The account step shows each account's name, type, balance, and currency. You cannot save the connection when you select zero accounts.
If the sync screen reports a failure, Retry restarts from the bank step. Continue closes the flow while the background job continues.
Connection Cards
Each institution has one card with its logo, name, state, actions, and expandable account list.
Connection states
| State | Definition | Recommended action |
|---|---|---|
| Syncing | A sync job runs now. The card can show progress and the current account. | Wait for completion before you start another sync. |
| Synced | The connection completed an earlier sync. The card shows how long ago and which provider Eigenn used. | No action unless data is stale. |
| Never synced | Authorization exists, but the connection has no completed access time yet. | Run sync and examine the progress. |
| Connection issue | The stored connection shows a disconnected state. | Choose Reconnect to restore provider permission. |
| Expires soon | Stored consent expires within 30 days. | Reconnect before access lapses. |
| Expired consent | Provider permission is no longer valid, even when the warning badge still uses expiry text. | Reconnect, then run sync. |
The connection UI derives its expiry warning from the consent timestamp of the provider. A message with zero or negative days means expired access. Reconnect the institution.
Sync one or every connection
Use the sync icon on a connected card to pull its latest transactions. When the page has more than one connection, Sync All starts a sync for every connected card and reports how many requests succeeded or failed.
Sync All skips disconnected connections. Eigenn deduplicates sync requests that overlap for the same connection. Wait for the current job to finish before you expect a second run.
Reconnect
Reconnect refreshes provider authorization. The exact provider flow is different for each provider. A successful authorization starts or turns on another manual sync.
Use reconnect when:
- the card shows Connection issue
- access expires soon or already expired
- the institution changed what it needs for login or consent
- repeated syncs fail before the account job starts
Manage Accounts Inside a Connection
Expand a connection card to see its bank accounts.
For each nonmanual account, the account switch controls whether sync and reporting use the account. Disabled accounts stay visible but appear dimmed.
Open the account actions menu to:
- Edit its local name, type, and nonnegative balance
- Import a CSV specifically into that account
- Remove the account
When you remove an account, Eigenn permanently deletes its associated transactions. This is not the same as a disabled account. Disable the account first when you only want to stop new sync and reporting activity.
Remove a Connection
When you delete a connection, Eigenn removes the institution connection, every account under it, and all associated transactions. It also stops future sync.
Before you delete a connection:
- Export any transaction history that the team must keep.
- Confirm that the same institution is not the only source for a report or forecast.
- Check for manual notes, attachments, categories, or matches attached to its transactions.
- Prefer reconnect or account disablement when the problem is temporary.
Limits
The connection limit counts institution connections, not individual accounts selected within one institution.
| Plan | Current bank-connection limit |
|---|---|
| Free | 1 |
| Starter | 2 |
| Pro | 10 |
| Enterprise | Unlimited |
The connection flow shows the current usage and limit of the workspace. It blocks a new institution when the workspace has no capacity. When you reauthorize an institution that is already there, Eigenn updates its connection. Eigenn does not use a second slot.
Plan configuration can change; the limit shown in the product is authoritative for the current subscription.
Confirm a Healthy Connection
After setup or maintenance, confirm:
- the institution card is present and not disconnected
- you understand the expiry and the consent time is enough
- every intended account is present and its switch is on
- account name, type, currency, and balance look reasonable
- the latest manual sync reaches Completed
- recent source rows appear in Transactions under the correct account
- date, amount, currency, merchant, and counterparty match the institution
Troubleshoot
No banks match the search
Change the country and try the institution's complete name. Provider coverage varies. Use Transactions → Import/backfill for a CSV alternative and send support the institution name, country, and account type.
Link is not ready
Wait a moment and retry. Eigenn now uses Plaid link preparation for US and Canadian institution flows. A change of country can change the available provider path.
Connection saves but no transactions arrive
Expand the card. Confirm that at least one account exists and that its switch is on. Run manual sync. Wait for the job to finish. Then clear the filters on Transactions. A new authorized card can show Never synced until the initial job completes.
Sync fails
Read the error toast, then retry once. If it fails again, reconnect the institution. Collect the institution, provider, connection state, current account or stage, and approximate failure time before you contact support.
The card says access expires in a negative number of days
Treat the consent as expired and reconnect. The current order of the warning states can keep the expiry warning even after the stored date passes.
An account does not appear in reports
Expand its connection and confirm that the account switch is on. Then check whether analytics or reports exclude its transactions, statuses, or categories.
You cannot remove a connection safely
Export the associated transactions and document the replacement source first. A connection removal cascades to its accounts and transactions. There is no nondestructive “hide connection” action.