Fix bank sync issues
If a bank account looks stale, missing, or out of balance, start with the Accounts page and then verify the ledger and reconciliation view.
Start with Accounts
Open Accounts first. Confirm the account is connected, visible, and recently synced.
If the account is missing, reconnect it. If the account is present but stale, refresh the connection or wait for the next sync window.
Most sync issues start at the bank connection layer. Verify the connected account before changing categories or journal entries.
Make sure the account still appears on the Accounts page.
Look for stale sync timing or missing recent days.
Use the ledger and reconciliation page to confirm what imported.
Check reconciliation
Open Account Reconciliation when a balance does not match what you expect.
A bank gap means the app balance and imported bank activity need attention. It may be caused by a stale sync, missing import, duplicate import, or transaction that needs cleanup.
Check the ledger
Use the ledger to search for recent transactions from the affected bank account.
Filter by account and date range. If the bank activity is present in the ledger, the issue may be categorization or transfer matching instead of sync.
When to use CSV
Use CSV upload only when a live connection cannot bring in the needed history or when you are importing older cleanup periods.
CSV is useful, but normal daily use should rely on connected accounts when possible.
Review bank connection basics
Learn which accounts to connect and what LeedBooks does after new transactions sync.
Read bank connection guide