A bank feed is a secure connection between your bank account and Sage Sole Trader. It's the fastest way to bring in transactions and add categories to them.

See our article on how to connect a bank feed, if you haven't already.

Process your bank feed transactions

When connected, the transactions will import directly from your bank account as a draft transaction.

You can then start adding categories and save the transactions. Once saved with a category your transactions will appear in the 'Completed' section.

To see your bank feed transactions:

1. Go to Transactions.
2. Select drafts.
3. Transactions are labelled with a date, amount, reference and the bank account it came from.

Find out how to:

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