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A connection saves you the typing; adding accounts by hand stays free. Connections sync while someone’s subscription sponsors the space. To link one, see Connect a bank. One connection covers every account at that bank or broker.

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Staying current

Plaid brings what’s new on its own, usually a few times a day. Zerodha ends every session at six each morning, India time; Sign In Again brings holdings up to date. “Synced 2h ago” is when Recontrol last checked, not when something last changed. When a bank asks you to sign in again, see Fix a connection.

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Where imported transactions land

Recontrol places each transaction’s other side from your own history and categories. See What syncs, and when.

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Who manages it

Members who can see connections see all of them, with who linked each. Only that person can Reconnect. Disconnect, in its menu, revokes the access and deletes the stored token. Its accounts and history stay, kept by hand from the last balance the bank reported. If no one sponsors the space, sync pauses and every member is told. After 30 days, its banks are disconnected; their accounts and history stay.