My bank accounts
The customer’s bank dashboard: every connection with its accounts and balances, plus refresh, remove and reconnect actions and any recurring payments.
How to test
- Connect a bank first on Connect a bank (or create one in wp-admin → BankBridge → Sandbox Toolkit).
- Click Refresh on a connection to re-read balances and sync transactions.
- To see the “Needs attention” state, go to Sandbox Toolkit → Force re-authentication, pick the connection and click Reset login, then reload this page and use Reconnect (opens Link in update mode).
- Set up a monthly payment on Pay rent monthly — it appears here under recurring payments with a Cancel button.
Balances are cached for 15 minutes by default (Settings → Data & Sync). Only the last four digits of account numbers are ever shown.
Shortcode used on this page: [bankbridge_accounts] — see Shortcodes & blocks. Use show="balances,transactions,insights" to choose sections.