If you're having trouble connecting your bank account to Business Finance Assistant (BFA), there could be several reasons. Below are the most common causes and how to resolve them.
1. Browser Extensions and Cache
Sometimes, browser extensions (like ad blockers or password managers) can interfere with the connection process. To fix this:
Step 1: Clear Cache and Cookies
Clearing your browser's cache helps improve performance and resolve minor glitches.
Step 2: Disable Extensions
Disable all browser extensions before attempting to connect again. Here’s how in Google Chrome:
- Click the three vertical dots in the top right corner
- Go to Extensions > Manage Extension
- Toggle off any extensions
You can also test this by using a private or incognito window, which runs without extensions:
To open Incognito in Chrome:
- Press Ctrl+Shift+N (Windows) or Cmd+Shift+N (Mac)
- Or click the three dots in the corner and select "New Incognito Window"
2. Transactions Aren’t Appearing After Connecting
If you've successfully connected your bank account but transactions aren't showing up, this is usually due to one of the following:
- The account hasn’t been synced in a while, and there’s a backlog of transactions to import.
- BFA downloads all available transactions, then processes and reconciles them before they are displayed.
This processing step ensures your data is clean and reliable; it can take anywhere from a few seconds to a few minutes, depending on the number of transactions and overall system activity.
To avoid confusion, we don’t display transactions until this step is complete.
Tip: Look out for a progress bar at the bottom of the screen; this indicates that your transactions are still being processed.
Still Not Working?
If you’ve tried all of the above and still can’t connect:
See our articles:
How can I reconnect bank account(s)?
How to connect a Lloyds Bank business account to Business Finance Assistant
Or contact our support team with:
- A screenshot of the issue
- Any error messages shown
We’ll be happy to help further.