A bank feed is a secure connection between your bank account and Accounting Individual.

It's the fastest way to bring in transactions into your account.

Unlike Sage Accounting (Start, Standard and Plus), you don't match bank feed transactions to invoices. Invoices and transactions are not linked.  

Haven't set up bank feeds yet? Read more: Introduction to bank accounts and bank feeds.

Process your bank feed transactions

Once connected, transactions import directly from your bank account into Draft transactions.

You can then start adding categories and save the transactions. Once saved with a category, your transactions show in Completed transactions.

Find out how to:

• Add categories
• Add attachments
• Split transactions
• Edit transactions
• Delete transactions