If you need to add a new bank account added from a bank that you've already connected, you’ll need to disconnect and reconnect your bank so you can choose the new account in TaxTank.
Step 1 - Disconnecting Bank
Select Bank Feeds and find the bank tile you want to update. If you can’t see it, slide across to view the rest. Click the three dots in the top right of the tile and choose Disconnect.
Once the tile shows as disconnected, click the three dots again and select Reconnect. Follow the prompts to choose your accounts on the bank’s side and approve CDR consent. Make sure you select all accounts you want to share, including any you had selected before.
Step 2 - Selecting Accounts
After reconnecting, tap the three dots again and select Add Bank Accounts. Choose any new accounts plus all previously connected accounts you still want to share in TaxTank. Make sure you select everything you want to keep receiving transactions for, otherwise the feed will stop for any accounts you leave unticked.
Why doesn’t it update automatically?
Your feed is set up through your bank’s CDR open banking agreement. Adding new accounts requires a fresh agreement, which happens when you reconnect and reselect your accounts.
Note: Some banks update right away, but others can take up to 24 hours before new accounts appear in the list or they merge with previously selected accounts.