When you receive this alert, it means that the APIs you are using to connect your exchange have stopped working.
This can happen for several reasons, such as expired or invalid keys, or incorrect permissions set when creating the API.
⚠️ Exchange account closure
If you're planning to close an exchange account that is currently connected to Finbooks, please let us know before proceeding.
This allows us to freeze the connection in advance and prevent error alerts that would otherwise appear once the API keys are no longer active.
What is an API connection?
An API connection is the secure link between Finbooks and your exchange or wallet. Through this connection, the software automatically imports all your transactions, balances, and historical data.
If the API is not working, Finbooks cannot download your latest transactions, which means your portfolio and tax reports may become incomplete or inaccurate.
Why do API issues happen?
There are several common reasons why an API might stop working:
the API keys have expired after a certain period
the exchange has updated its security policies and the old keys are no longer valid
the permissions granted when creating the keys (read balances, read trades, etc.) are incomplete
the API keys were deleted or revoked manually from the exchange
the exchange account has been closed and the API keys don't exist anymore
Where you will see this alert
This alert appears in the Notification Center, which you can open by clicking Notifications in the main menu, at the bottom of the sidebar. You will find it in the Action required section at the top of the page, marked with the Crypto label, and the red badge on the menu item will remind you that something needs your attention.
The alert remains visible until the connection is fixed: opening the Notification Center does not make it disappear, because it requires your action to be resolved.
In the same section you will also find a "What causes the errors?" link, which opens a guided explanation of the most common issues.
You can learn more about how alerts and notifications work in our article about the Notification Center.
What happens if the API is not fixed?
If the issue is not resolved, Finbooks will no longer be able to import your transactions from the affected exchange. As a result:
balances shown in the platform will no longer be up to date
tax reports may lack data and become inaccurate
you may need to manually import transactions via CSV, which requires extra effort
How to resolve API issues
Click the alert in the Action required section: it will take you directly to the affected connection. By clicking on Fix it, you can update the APIs with the new ones you created earlier on the exchange.
This will ensure that all historical connection data is retained in your account.
Enter the new APIs and then click on Save and change.
Once the connection is working again, the alert is resolved and disappears from the Action required section.
Keep your data accurate with Finbooks
Maintaining an active API connection is essential to keep your balances, gains, and losses updated automatically. If your API keys are invalid, Finbooks will notify you immediately so you can take action.