Finbooks allows users to choose how their connections are updated, with the option to switch between automatic and manual updates.
With automatic updates, all connections are updated each time the user accesses the Connections page. With manual updates, each connection must be updated individually by the user when needed.
This feature gives users full control over the update process, allowing them to decide which connections to update and how frequently, based on their needs.
How to set your preferred update method
Read this short article to learn how to switch between the two available methods.
hover the mouse over your account name, then click on Account
click on the Settings tab
in the Data updating section click on the Change button
make your selection by clicking on the desired option
lastly, confirm your choice by clicking on the Confirm button