Steps
It's worth being clear about what "real time" means here:
- Plaid-connected accounts sync on a periodic schedule, not instantly on every single bank-side transaction.
- Manually uploaded statements appear immediately after the import finishes processing.
- Balances and status counters (Needs Attention/Suggested/Escalated) refresh as soon as new data is processed, not on a fixed timer you control.
Good to Know
If your balance looks out of date, check whether the account is Plaid-connected or manual - manual accounts only update when you import a new statement.
Related Articles
- How Bank Data Sync Works in Sumung
- When Balances Get Updated in Sumung
- How to Upload a Bank Statement in Sumung
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