Why do I need to refresh my bank feed?
Some banks (such as Barclays and HSBC) use multi-factor authentication. This is an added layer of security when you login to your online banking and is usually a code generated by a card reader or fob.
If this applies to you then you will need to refresh your bank feed to get the latest transactions into Pandle and it is recommended that you refresh at least every 30 days. You will not be asked for all of your login information, just the code/PIN generated. Please do not try to refresh whilst you are logged in to your online banking as you may be temporarily locked out.
How do I refresh?
If a refresh is required then your 'Check and Confirm' shortcut logo should change from a double tick icon to a refresh icon, as below:
Alternatively you will notice the refresh button in the check and confirm screen as follows: