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

Connecting to your online banking platform allows Accounting Individual to import your transactions automatically.

Before you begin

• For added security, you'll need to re-enter your online bank credentials every 90 days
• You can only connect bank accounts and credit card accounts to a bank feed. There is no bank connection for a cash account
• When setting up your bank feed you may need to log in to your bank account. So have your banking credentials to hand
• For security, your bank may send a code or message to your phone or email. Make sure you have access to the phone or email address registered with your bank

   NOTE: To connect multiple bank feeds you must upgrade to Accounting Individual Paid. 

Connect a bank feed

1. From Banking find the bank account you want to connect.
2. Select Actions then Connect to your bank.
3. Enter the name of your bank or credit card company and bank account type in the search box.
4. Follow the steps to authorise the connection with your bank.

Disconnect a bank feed

 NOTE: If you disconnect from your bank, we will not be able to import your transactions. You can still manage previously imported transactions.

1. From Banking find the bank account you want to disconnect.
2. Select Actions then Disconnect bank.
3. From the pop up window, select Disconnect bank.

[BCB:276:UKI - hide back button:ECB]