Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update bank-sync.md #324

Merged
merged 2 commits into from
Mar 4, 2024
Merged

Update bank-sync.md #324

Changes from all commits
Commits
Show all changes
2 commits
Select commit Hold shift + click to select a range
b5fe92f
Update bank-sync.md
Kidglove57 Feb 28, 2024
70f3ee7
fix line
youngcw Mar 4, 2024
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
9 changes: 8 additions & 1 deletion docs/advanced/bank-sync.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -101,8 +101,15 @@ GoCardless

### Frequently Asked Questions

**Automatic Bank Sync**
**Does Actual sync automatically with your Bank?**

At this moment, it is not yet possible for Actual to automatically sync with your bank. You need to do this manually by going to "All Accounts" and pressing "Sync".

![](/static/img/connecting-your-bank/syncing-with-your-bank.png)

**The best way to start from scratch in Actual with Go Cardless?**

If you are setting up Actual for the first time, it is much easier not to try to pull in historic data. This has caused some users a lot of headaches with subsequent reconciliation. The following process may be more helpful:
1. Set up your account in Actual specifying a correct opening account balance at a recent date.
2. Link the account to Go Cardless as above
3. Sync the account with Go Cardless. You should find that only transactions subsequent to the opening account balance entry are imported, making reconciliation easy.
Loading