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 v29.2 and above.

Download from your bank

You can download transactions as often as every 15 minutes. 

1. Select Bank accounts, choose the bank account, then select Bank Feeds.
2. Select Download transactions.
3. Press OK then OK again.
   TIP:

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

Match transactions

The next step is to match the downloaded transactions against your software transactions.

Match automatically 

The Auto match feature matches transactions that have the same amount, transaction type, and dates within four days of each other.

1. To match automatically, press Auto match.

Match manually

You can manually match any transactions that don't automatically match. 

1. In Transactions from your bank, select the relevant transaction.
2. In Transactions in Sage, select the transaction you wish to match, then press Match. 
   TIP:

   To filter the transactions in Sage, you can add a date range at the top right.

The matched transactions now appear in Matched transactions panes.

Create new transactions

 You can create any downloaded transaction that isn’t in your software.

1. In Transactions from your bank, select the transaction type you want to add.
2. Select Create, select the transaction type, then press OK.
3. Enter the transaction details, then press Save.

If your transaction matches, it moves down to the Matched transactions pane. 

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, press Confirm and continue to reconcile
• Press Confirm matches if you don't want to reconcile your bank yet. This confirms matches and closes Bank Feeds

• 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

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