Keeping your account data up-to-date is essential for effective financial management. With Bujeti, syncing your bank data ensures you have real-time insights into your account balances without needing to log into your bank account directly. Follow these steps to sync your bank data effortlessly:
Step 1: Log in to Your Dashboard
Begin by logging into your Bujeti dashboard using your credentials. Ensure you’re on a secure connection to protect your data.
Step 2: Navigate to the Accounts Page
Once logged in, locate the "Accounts" page from the dashboard menu. Select the specific account for which you want to sync the data. This page provides a comprehensive view of all your linked accounts.
Step 3: Open the Account and Access the Actions Menu
Click on the selected account to open its details. At the top right corner of the screen, locate the "Actions" button, represented by three vertical dots. Click on it to reveal a dropdown menu of options.
Step 4: Sync Bank Data
From the dropdown menu, select the "Sync Bank Data" option. This action will initiate the syncing process, ensuring your account balance and recent transactions are up-to-date.
For users on our free plan, data syncing occurs once daily. However, paid plan users have the added advantage of triggering data syncing anytime for real-time updates.
Ready to experience seamless financial management? Log in to your Bujeti dashboard and sync your bank data today!