Solution Properties
Solution ID:
222001000100763
Last Modified Date:
Tue Mar 25 08:57:03 UTC 2025
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
Check your bank feed
Description

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

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.

Cause
Resolution

Where can I see my incoming bank transactions?

  1. On the Banking page in Sage Accounting, you can see the number of pending transactions.
    These appear on the tile for your bank account.
    Bank account tile shown in the banking page.
  2. Select Transactions to view all imported bank feed 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:

  1. Check to see if your bank is showing on the Bank Feed Status page.
  2. Check to see if your bank feed needs to be re-authenticated.
  3. If prompted, choose Enter Credentials to re-authorise the bank feed.
Steps to duplicate
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