One of ExMint’s core features is its ability to sync your banking transactions directly into Excel. This section will guide you through the process and help you understand what happens during a sync.
How to Sync
- Open your Excel workbook with the ExMint Add-In.
- Click on the ExMint icon in the ribbon to open the add-in pane if it’s not already open.
- Locate the “Sync Transactions” button on the dashboard.
- Click the “Sync Transactions” button.
- Wait for the sync process to complete. This may take a few moments depending on the number of transactions and connected accounts.
Understanding the Sync Process
When you initiate a sync:
- ExMint securely connects to your linked bank accounts.
- It retrieves new transactions since your last sync.
- The add-in processes this data and organizes it into the appropriate Excel sheets.
- New transactions are added to the “Transactions” sheet.
- Account balances are updated in the “Accounts” sheet.
- The “Dashboard” sheet is refreshed to reflect the new data.
Handling Sync Results
After a sync completes, ExMint provides feedback through cards that appear in the dashboard:
- Success Cards: Green cards indicate successful syncs for each bank. They show the bank name, the number of transactions retrieved, and the sync operation type (e.g., “new” for first-time syncs or “update” for subsequent syncs).
- Error Cards: Red cards appear if there were issues syncing with a particular bank. These cards provide an error code and message to help you understand and resolve the issue.
- ITEM_LOGIN_REQUIRED: This means you need to re-authenticate with your bank. Click the “Open Dashboard” button and look for a “Reconnect” option for the affected bank.
- SYNC_ERROR: A general sync error occurred. Try syncing again, and if the issue persists, check your internet connection or contact support.
Important Notes
- The sync process uses a “cursor” system to efficiently retrieve only new transactions since your last sync.
- ExMint automatically handles duplicates, so you don’t need to worry about transactions appearing multiple times.
- The first sync for a new account may take longer as it imports historical data.
- Syncs are designed to be idempotent, meaning running multiple syncs in quick succession won’t cause issues or duplicates.
By regularly syncing your transactions, you ensure your Excel workbook always has the most up-to-date financial data, enabling accurate analysis and informed decision-making.