Using Bank feeds

Once you've set up Bank feeds, it's easy to download your live bank transactions and match them in your accounts. Let's take a look.

1. Download from your bank

1. Click Bank accounts, select the required bank account and click Bank feeds.
2. Click Download transactions, click OK then click OK.

TIP: To hide any downloaded transactions that you don't need, for example if you've reconciled them previously, simply select the bank transactions then click Ignore. 

2. Match transactions

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

Match automatically 

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

• To match automatically, click Auto match.

Match manually

Any transactions that don't automatically match, can be matched manually. 

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

TIP: You can unmatch transactions by selecting the transaction and clicking Unmatch. 

3. Create new transactions

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

If a downloaded transaction is not yet posted in your accounts, you can create it.

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

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

4. Confirming your matches

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

• To confirm matches and continue to your bank reconciliation, click Confirm and continue to reconcile.
• If you don't want to do a bank reconciliation yet, to confirm matches and close Bank Feeds, click Confirm matches.

Next steps

• Automatic bank transactions - Setting up rules to post transactions automatically on download. Find out more >
• Easy reconciliation - Find out how Bank feeds speed up your bank reconciliation. Read more >
• Something not working? - Our step-by-step guide will get you back on track. Read more >