Once you've set up bank feeds, it's easy to download your live bank transactions and match them to your accounts.

1. Download from your bank

You can download transactions as often as every 15 minutes. New transactions download automatically when you first open the bank feed for your bank account.

1. Click Bank feeds, then click Open for the bank account you need to work with:
   
2. Click Download, then click OK.
   
   
3. The confirmation message appears when you manually download the transactions and the download is complete.
   

TIP: To hide unnecessary downloaded transactions, such as those already reconciled, select the bank transactions and click Ignore selection. 

2. Auto-matched transactions

We automatically match your bank feed transactions with Sage transactions. All matches appear in the Auto-matched section:

To find out more about auto-matched transactions, see our dedicated help article about this feature. 

3. To be matched

TIP: If you don't need to create any transactions, move to the next section, Confirming your matches.

If a downloaded transaction isn't yet posted in your software, you can create it.

You can either drag and drop the transactions from either side of the window to match them up. Click to select each transaction and then click Match selection to match them. 

 NOTE: Matched transactions will vanish from the list and be visible in the Confirmed tab instead. See section 4 below for more information on confirming matches. 
You can find out more about matching transactions in our Bank Feeds - Transactions to be matched in v29.2 and above article. 

4. Create transactions

If the transaction doesn't already exist in Sage, you can click Create to make a new transaction in Sage for the selected bank transaction

The following window will appear:

Simply select the type of transaction you need to create, then click Create transaction. the system will direct you to the correct banking area to record the transaction. 

For more information, follow our Bank Feeds - Create Transactions article.

5. Confirming your matches

Confirming your matches removes them from the bank feed and flags the transactions as matched.

• To confirm matches and continue to your bank reconciliation, click Save and continue to reconcile
• Click Save and close if you don't want to reconcile your bank yet. This confirms matches and close Bank feeds

Next steps

• Automatic bank transactions - You can create and manage automated Bank feeds transactions
• Easy reconciliation - Find out how to reconcile your bank account if you use Bank feeds  
• Something not working? - Our Troubleshoot bank feed issues article will help you