Puzzle

My business and personal bank accounts are in one account. Can I connect my business account only?

Some banks only let Plaid pull back a limited window of transaction history — regardless of what Puzzle requests. This article breaks down known limits by bank and what to…

Why Isn't All My Historical Bank Data Syncing? (Plaid Data Limitations by Bank)

I’m having trouble connecting my bank account via Plaid. Plaid is not allowing me to select which accounts to connect.

I have a 2nd login for my credit card, but I've already connected my Chase Checking.

Can I Add a 2nd Chase Account?

How to set up a Plaid connection for accounts with 2FA enabled

First Republic Bank - How to connect

My Account is Unchecked.

How to remove an account from integrations page of your Puzzle account

How to Remove an Account

What do to if your FRB account was transferred to Chase

First Republic Bank <> Chase

Opened a new account at a bank you’ve already connected to Puzzle? Here’s how to add it without reconnecting or losing any of your existing data.

How to Add a New Account to an Existing Bank Integration

Bank connected through Plaid showing an error, stuck in a login loop, or not syncing? Here’s what each problem means and how to fix it.

Most banks connect to Puzzle…

Fixing Bank Connection Errors (Plaid)

Fix common Brex issues in Puzzle, including missing transactions, duplicates, accounts connected to the wrong company, and permission errors.

Brex Sync Troubleshooting

Michael Herchen

Patricia Daos

Bank Connections

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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