Why doesn’t my mortgage appear from my linked bank account?

We are still working on improving data quality for mortgage accounts, and anticipate supporting electronic linking in the near future.

As of today, Mortgages linked through account linking are automatically hidden from dashboard and only have the account type field available.

However, you can still add a mortgage manually through your linked real estate by clicking "link a mortgage" and then inputting your mortgage details. Once your mortgage details are entered, the balance will update monthly as we assume you make monthly payments.

Was this article helpful?