Bank transactions can sometimes be delayed, especially if they're still pending with the bank or after weekends. However if you're noticing a longer delay than expected, the first thing to check is whether the bank accounts are still active. Just click the three dots on the bank tile to view their status.
⚠️Important: You’ll only receive transactions for accounts that are marked as active in TaxTank.
If your bank feeds are active, you can try disconnecting and reconnecting your bank feed to refresh the connection.
How to disconnect and reconnect your bank feed
Select the three dots on the bank tile
Click Disconnect
Wait until the tile shows Disconnected (this may take a few minutes)
Click the three dots again > Reconnect
Follow the prompts from your bank, making sure to select all bank accounts you want connected
Wait overnight for transactions to update
Still missing transactions?
If the transactions haven’t arrived by the next day, you can raise a support ticket directly from within TaxTank.
Click the chat icon in the bottom-right corner
Scroll to the Tickets section
Select "Missing Bank Transactions"
Fill in the form with as much detail as possible:
Which bank and account is missing data
A list of the missing transactions
A screenshot of the missing transactions from your online banking
Invite TaxTank Support via the dashboard (bottom-right square)
Once we receive all the details, we’ll investigate and raise the issue with Basiq if needed.
Important:
Please don’t manually create missing transactions — it can throw out your balances and lead to duplicates when the actual data arrives.