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Improved stability for bank connections and transaction syncing

9/16/2022 in ClearCheckbook Updates

We've updated the way you connect your financial institutions and authorize accounts for transaction syncing. This update improves connection reliability and makes it easier to authorize multiple accounts at one time.

Connection & Account Authorization Updates:

There are now two ways to make bank connections and authorize your accounts and which method you choose depends on whether or not you've already created the accounts in ClearCheckbook. This Choosing a connection method section of our knowledge base better explains the process.

The gist of the update revolves around how the bank connections and account authorizations are made. First and foremost you need to make a connection to your bank by entering your login credentials through the Plaid Link process. After that, you select which accounts you authorize ClearCheckbook to access. After that has been done, you can assign which authorized accounts are paired to which ClearCheckbook account.

This pairing process is handled in the new Bank Connections section in the Manage Accounts settings (more information on pairing can be found in Step 2 of the Connecting an existing account knowledge base article.)

Repairing Duplicate Connections:

If you have existing accounts connected to the same institution, you'll see a new alert that appears above your Accounts List in your Account Settings page. Because of the way we had been handling bank connections in the past, each account you authorized would create a new connection to that institution. If you had multiple accounts connected to the same institution, this caused duplicate connections since each account had a unique connection. This wasn't an issue until some institutions, namely Chase, would reject all but one of these connections.

By repairing the connection, you're combining all of the unique connections for that institution into one connection that contains access to all accounts. While it isn't mandatory at this time to repair these connections, we highly recommend doing so to prevent any interruptions to your syncing in the future.

To repair duplicate connections, all you need to do is click the green Repair Connection button next to the connection name. After authenticating with your bank, you'll be asked to select all of the accounts you authorize ClearCheckbook to access. Select the accounts you currently have connected and then finish the process.

Updating Legacy Connections:

If you've made connections prior to this update, they will most likely stay connected and continue syncing your transactions. However, we recommend repairing these "legacy" connections to ensure uninterrupted transaction syncing. You can easily repair these connections from the Bank Connections section in your Account Settings.

The legacy connections will appear under a "Legacy Connections" header and there will be a "Repair Connection" link next to each connection. Simply click on that link to reauthorize which accounts ClearCheckbook has access to. You only need to do this one time for each institution you've made a connection with.

New Feature - Connecting multiple accounts at one time:

This feature has been requested for quite some time and we finally got the implementation working correctly. You now have the ability to connect to a bank, authorize multiple accounts and then have all of those accounts created in ClearCheckbook. Once done, they will immediately start syncing transactions. This eliminates having to add each account one at a time which was a time consuming and repetitive process.

If you want to connect multiple accounts from a bank, you can follow the instructions outlined in the Connecting new accounts section in our knowledge base.

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