After reading this article, you’ll know more about:

• What you can do in the Banking area of Sage Sole Trader
• How to create a bank, credit card or cash account
• What a bank feed is, and the benefits of connecting a bank feed to your bank account
• How to add transactions to a bank account

Banking explained

The Banking area of Sage Sole Trader is where you'll set up and manage your Bank Accounts. We'll automatically set up a Bank Account and a Cash Account for you. If you're using Sage Sole Trader Paid, you can add more bank accounts. 

Read our article on how to create a new bank account.

Read our article on how to manage bank accounts.

Bank feeds explained

A bank feed is a secure connection between your bank account and Sage Sole Trader.

Connecting to your online banking platform allows Sage Sole Trader to import your transactions automatically. Your connected bank feed will regularly check for any new transactions and post them to the Draft area for you to review and save.

Read our article on how to connect a bank feed.

Add transactions

Whenever you create transactions, this updates the total balance of your bank account. 

Read our article on how to create transactions.