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 into your Bujeti Dashboard and click on "Accounts" in the sidebar menu.
From the list of accounts displayed, click on the specific account you want to view. This opens a detailed overview page for that account.
Step 2: Click on your selected external account to open its details page
Locate the "Actions" button in the top right corner of the screen (represented by three vertical dots ⋮)
Select “Sync bank data”
Wait for the syncing process to complete (this typically takes a few seconds)
Once complete, your account balance and recent transactions will be updated
Your bank data is now synced and displays the most current information from your external account.
Understanding Sync Frequency by Plan
Bujeti offers different syncing options based on your subscription plan:
Free Plan:
Automatic sync: Once per day
Manual sync: Not available
Best for: Small businesses with less frequent transaction activity
Paid Plans:
Automatic sync: Real-time continuous updates
Manual sync: Trigger on-demand syncing anytime
Best for: Growing businesses that need up-to-the-minute financial visibility
Paid plan users can sync their bank data as many times as needed throughout the day for immediate financial insights.
Why Syncing Your Bank Data Matters
Regular data syncing provides critical benefits for your financial management:
Real-Time Financial Visibility
Access current account balances instantly without logging into your bank
Monitor cash flow across all accounts from one dashboard
Make informed decisions based on up-to-date financial data
Accurate Financial Reporting
Generate reports with the latest transaction data
Ensure reconciliation accuracy
Maintain audit-ready records
Operational Efficiency
Eliminate manual data entry and spreadsheet updates
Reduce time spent checking multiple bank accounts
Focus on strategic financial management instead of data gathering
Enhanced Cash Flow Management
Track incoming and outgoing funds in real-time
Identify cash flow gaps before they become problems
Optimize working capital with current information