Provider, workspace, and connected account
One provider can have several connections. A label can distinguish personal, joint, business, or test accounts.
Source accounts and Tetri wallets
Each provider account must map to the Tetri wallet with the same account and currency. A wrong mapping imports transactions and balances into the wrong wallet.
Synchronization run behind a warning
Each sync run shows the requested date range and counts for accepted rows, duplicates, and errors. These values show whether the full statement period was imported.
Reconnect or revoke access
Expired authorization requires reconnecting. A wrong account mapping must be edited. A connection that is no longer used should be disconnected instead of retried.