Recent Articles
Chase Statements — Secondary Account Transactions Appearing on Primary Statement
Overview: If you notice that your Chase bank statement inside LedgerSync contains multiple sections — one for your primary account and additional sections for any secondary accounts under the same login — this is expected behavior, not an error. This ...
Bank Account Connection Note
Bank Account Connection Notes Overview LedgerSync now includes a Notes feature on bank account connections. This allows your entire team to leave and read notes directly on any bank account connection — creating a shared, visible message board for ...
Bank Connection History Log
Overview LedgerSync has added a new icon to the Bank Account Summary page that lets you view the full history of any bank connection — from the moment it was first added all the way through any breaks, reconnections, and MFA requests. Where to Find ...
Projected Next Statement Date
What Is the Projected Next Statement Date? LedgerSync now displays a Projected Next Statement Date for each bank account on your dashboard and within the Refresh Statement widget. This date represents when LedgerSync's AI predicts the next bank ...
Line of Credit and Loan Statements: Why They May Be Unavailable and How to Work Around It
Overview Some banks restrict certain account types — including Lines of Credit (LOC), loans, and investment accounts — from being shared via their API connections. This is not a LedgerSync limitation. It is an internal policy decision made by the ...