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Check your bank feed

Created on  | Last modified on 

Summary

How to check that transactions have been downloaded from your bank feed in Sage Accounting.

Resolution

What happens when I connect a bank feed?

Once you connect your bank feed, we rely on your bank to send us new transactions.

All the banks send us transactions at different times, usually about once a day. There may be times when transactions show on your bank statement but haven't imported into Sage.

As a rule, you should always be able to see transactions from the previous working day.

The last time we checked your bank for transactions shows at the top of the page.


Where can I see my incoming bank transactions?

On the Banking page in Sage Accounting, you can see the number of pending transactions. These will appear on the tile for your bank account.

Select the number of transactions to view all imported transactions on the Incoming Bank Transactions page.


Not seeing transactions you're expecting?

If you're not seeing transactions you're expecting to see, and haven't had new transactions for more than five days, we recommend that you:

  • Check to see if your bank feed is working properly. We update the Bank Feed Status page on the Sage website with known problems
  • Check to see if your bank feed needs to be re-authenticated. Some bank feeds need to be re-authenticated every 90 days for security reasons
    You should see a message at the top of the page if you need to re-authenticate. Choose Enter Credentials to re-authorise the bank feed

Still having problems?

If you are still having trouble with your bank feeds, escalate your issue to our customer support team.

Use our bank feed escalation form here.






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