Using bank feeds

Once you've set up Bank Feeds, you can download your live bank transactions and match them in your accounts.

Follow our alternative article if you're using bank feeds in Sage 50 Accounts v29.0 and below.

Download from your bank

You can download transactions as often as every 15 minutes. 

1. Select Bank feeds, then Open for the bank account you need to work with:
   
2. Choose Download, then OK.
   
3. When the software completes the download, you'll see a confirmation message. 
   
   TIP:

   To hide unnecessary downloaded transactions, such as those already reconciled, select the bank transactions and press Ignore.

Instead of downloading, you can also import your bank transactions with bank feeds in Sage 50 Accounts v30.1 or above.

Match or create transactions

Follow these steps to match, or create your transactions within the bank feed:

1. Check your auto matched transactions. 
2. Match transactions that aren't auto matched. 
3. Create transactions that don't already exist in Sage. 
4. Confirm your matches.

• Create and manage automated Bank feeds transactions
• Reconcile your bank account if you use Bank feeds  
• Troubleshoot bank feed issues 

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