Here, we list some common issues you may encounter while linking your bank account or card and how to troubleshoot them. There are times when your account will unlink from the app. This usually happens because your financial institution’s system updates or simply because of a password change.
Your account has been unlinked
If your bank account becomes unlinked from Keeper, we’ll send you a notification letting you know that you need to relink it. You can relink your account by going to Settings > Linked accounts in the mobile app or Profile > Accounts & imports in the online dashboard.
If relinking doesn’t resolve the issue, try removing the account from Keeper and then linking it again from scratch.
To remove an account, go to Linked accounts/Accounts & imports and select the account you’d like to remove.
Your bank isn't on the list when you try to link your account
Keeper uses Plaid to securely connect your bank accounts and cards. When you choose to link an account or card, Plaid will show you a list of supported financial institutions. If your bank or card doesn’t appear on the list, it means Plaid doesn’t support it yet.
📝 There are two exceptions: Apple Card can be linked through the Keeper iPhone app using Apple Wallet (iOS 17.4 or later), and Amazon can be linked from Settings > Linked accounts or Profile > Accounts & imports.
Plaid regularly adds support for new financial institutions, so we recommend checking back from time to time.
In the meantime, you can still track your expenses by uploading a PDF, XLSX, or CSV file. You can upload an expense file under Linked Accounts/Accounts & imports > Expense uploads, or go to the Bookkeeping tab, select the + icon or Add Transaction in the upper-right corner, and choose Upload transaction list.
Your bank is supported by Plaid, but some sub-accounts aren’t showing in Keeper
Plaid may support your bank, but some account types might not be compatible. If you're not prompted to select certain accounts during the linking process, and they use the same bank login as your other accounts, those account types may not be supported for linking to Keeper through Plaid.
In this case, you can upload a PDF, XLSX, or CSV file of your business expenses from that account. You can upload the expense file under Linked Accounts/Accounts & imports > Expense uploads, or go to the Bookkeeping tab, select the + icon or Add Transaction in the upper-right corner, and choose Upload transaction list.
How to add/remove a sub-account when your bank is already linked to Keeper
If you weren’t able to choose which sub-accounts to link during the initial setup, you’ll need to link all available sub-accounts first. You can then remove any accounts you don’t want to track by going to Settings > Linked accounts or Profile > Accounts & imports, selecting the account, and choosing Remove account.
When you remove an account, you can choose whether to keep or delete the expenses that were already imported from it.
If you’re still unable to change which accounts are linked, you may need to update your sharing preferences through your bank’s website. Log in to your online banking portal, find the section for managing connected apps or third-party access, and look for Plaid. From there, you may be able to add or remove the specific accounts that Plaid—and therefore Keeper—can access.
Your bank account is linked, but your expenses keep loading or are not showing up
If this happens, first, make sure your account is not linked twice. If it is not, please try removing the account and then re-adding the account in the Keeper app. You may also try uninstalling and reinstalling the app. Also, be sure your phone is updated to the latest software version.
Your most recent expenses are not showing up
It may take 1 to 3 days for your most recent purchases to show up, depending on your bank. If you notice missing transactions or if your recent transactions still aren’t appearing after three days, try removing your linked account and then re-adding it from the Linked accounts settings. This will prompt our system to re-scan your transactions.
Your account is already linked, but your expenses aren’t going back far enough
If your linked bank account or card isn’t showing enough past expenses, try going to Settings > Linked accounts or Profile > Accounts & imports, removing the account, and then relinking it to rescan your transactions.
Our app can track up to 18 months of transaction data, but the exact amount of history available depends on your bank’s policy. Some banks only allow us to access a few months of past transactions.
If you’ve already removed and relinked your account and still don’t see older expenses, it’s likely that your bank is limiting how far back we can pull data. In that case, you can upload a PDF, XLSX, or CSV file of your missing business expenses from that account.
You can upload the expense file under Linked Accounts/Accounts & imports > Expense uploads, or go to the Bookkeeping tab, select the + icon or Add Transaction in the upper-right corner, and choose Upload transaction list.
Your account has been unlinked for some time without your notice, causing your expenses to stop updating
No need to worry! You can remove your unlinked account and then re-add it from the Linked accounts settings in the app. This action will prompt our system to rescan your transactions and identify deductions.
You'll still need to review your transactions and mark any that the app isn't certain about. Additionally, you can set rules for transactions, and the app will retroactively apply those rules to other relevant transactions.
I tried to link my account, but it says something went wrong after I entered the code to verify
If you get an error, please let us know so we can take a look to further assist you.
📝 Note: If you have multiple Keeper accounts, linking the same card or bank account to more than one Keeper account will cause it to be unlinked from both accounts. To avoid creating a duplicate Keeper account, always log in using the original phone number or email address you used when you signed up.
Relinking a bank account or card won’t delete any expenses that Keeper has already tracked.
If you want to exclude expenses from a linked account, you can mark them as personal in the Bookkeeping tab or delete them. Expenses marked as personal or deleted won’t be included in your exported deductions.