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Frequently Asked Questions

Why are my goals no longer updating?

If the goal you created is tied to an account, we no longer have access to, we will be unable to retrieve new transactions from those accounts. If the account that is being used by your goal is a non-Baker Boyer account and is listed as an inactive account, you will need to re-add this account using our new and improved method of adding non-Baker Boyer accounts. Once added, you will need to update your goal to use this account. For payoff goals, that means going into that goal and updating it to use the new account you just added. For saving goals, you will need to create a new goal.