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Instructions for disconnecting or removing a bank account from Frank, including what happens to your transaction history.

How to Disconnect a Bank Account from Frank (do it with caution)

What to do when a bank connection drops, stops syncing, or requires re-authentication — and how to restore it using Update Connection.

How to Reconnect a Bank or Institution in Frank

Frank doesn't currently support QuickBooks Checking (QuickBooks bank) or Green Dot accounts. Here's what that means and what to do next.

Why Can't I Connect My QuickBooks Checking or Green Dot Account?

What to do when a Canadian bank feed stops updating in Frank, including how to tell whether you're on Plaid or Flinks and how to re-authenticate.

Troubleshooting: Canadian Bank Feed Not Syncing (Plaid and Flinks)

Region: Australia
Feature: Bank feeds, transactions, credit cards, 
Integration: ACSISS (Open Banking / Consumer Data Right)

Missing accounts when connecting your Australian bank feed

Giving your accounts custom names makes it easier to work with Frank and stay on top of your finances — especially if you're running Profit First.

How to Rename Your Bank Accounts in Frank

How to view your connected bank accounts, add new connections, and customize each account's name, type, balance display, and dashboard settings.

Managing Your Bank Account Connections and Settings

Everything to do with connecting bank feeds and credit cards to Frank

Bank & Credit Card Connections

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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