Steps to Reconnect Your Bank Account for Updated Transactions
If you’ve noticed that your bank transactions aren’t up-to-date in the Pie Tax App, it’s likely due to an expired bank connection. Bank connections in the app typically expire after 90 days, depending on your bank account type, and require a refresh through TrueLayer. When this happens, the app will prompt you to reconnect your bank to ensure your most recent transactions are reflected. Don’t worry—this process won’t affect any of the data you’ve already entered or erase previous transactions. In this guide, we’ll walk you through the simple steps to refresh your bank connection and keep your transactions up-to-date.
Your Step-by-Step Guide
By following these steps, you can ensure that your bank transactions are always current in the Pie Tax App, helping you keep accurate records for your self-assessment tax returns.
Start by opening the Pie Tax App on your device. Once you’re logged in, head over to your profile by tapping on your profile avatar in the top right corner.Open the App and Access Your Profile
Next, scroll down the profile page until you see the option labelled ‘Connections’. Tap on this to view your linked bank accounts.Access Connections
In the ‘Connections’ section, you’ll see a list of all the bank accounts you’ve linked to the app. Find the bank account that needs to be reconnected and tap on it. To proceed with the reconnection, first, you’ll need to disconnect the account. Tap ‘Disconnect Bank’ and confirm by tapping ‘Yes’ when prompted.Identify and Disconnect the Bank
After disconnecting, you’ll need to reconnect the bank account to refresh your transactions. Tap ‘Add new bank account’ and search for the bank you just disconnected. Select it to start the reconnection process. Reconnect Your Bank Account
You’ll be prompted to enter your bank login details to reconnect the account. The process may vary depending on your bank—some banks might ask you to provide a code sent via phone or email. Follow the on-screen instructions to complete the reconnection. Enter Your Bank Login Details
Once reconnected, your bank transactions will start importing into the app. This usually takes a few minutes, but in some cases, it can take up to 24-48 hours. You’ll be notified once the import is complete, and your transactions will be up-to-date.Wait for Transactions to Import
Key Benefits of Refreshing Bank Transactions
Ensure your latest transactions are accurately reflected for precise financial records.Stay Up-to-Date
Reconnect your bank without losing any data or erasing past transactions.Easy and Safe
Keep transactions current to avoid mistakes in your HMRC tax submissions.Reduce Errors
Frequently Asked Questions
Why aren’t my bank transactions updating in the Pie Tax App?
Your bank connection might have expired, which usually happens after 90 days. You’ll need to reconnect your bank account to refresh your transactions.
Will reconnecting my bank account delete any of my existing data?
No, reconnecting your bank account won’t affect any data you’ve already entered or erase previous transactions.
How long does it take for transactions to update after reconnecting my bank?
Transactions usually update within a few minutes, but it can sometimes take up to 24-48 hours.
How do I reconnect my bank account in the Pie Tax App?
Go to your profile, tap on ‘Connections’, disconnect the bank, and then reconnect it by entering your bank login details.
Do I need to reconnect my bank every 90 days?
Yes, most bank connections expire after 90 days, so you’ll need to reconnect to keep your transactions up-to-date.
