A bank feed is a secure connection between your bank account and Sage Sole Trader. It's the fastest way to bring transactions into your account.
Unlike Sage Accounting (Start, Standard and Plus), you don't match bank feed transactions to invoices.
Haven't set up bank feeds yet? Read more: Introduction to bank accounts and bank feeds.
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.
Use auto-categorisation to avoid manually categorising your transactions.
Find out how to:
