Create and manage automated Bank feeds transactions

How to set up and manage Bank Feeds Rules to post bank transactions automatically in Sage 50 Accounts.

Bank Feeds Rules let you automate regular transaction postings, saving time. When you match a regular transaction, you can create a rule to post future ones automatically.  

Find further help in our Banking Help Centre.

Before you start

• If you haven't already, you need to set up your bank feed
• If you use Sage 50 Accounts v27 and are using Remote Data Access, ensure you're at the main site. You can check your software version in Help then About

TIP: You can't create a bank feed rule for bank transfers or foreign bank accounts.

Select your version below for more information:

Version 30 and above

Version 29.2

Version 29.0 or below