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Process bank transactions from bank feeds or an imported file

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How to use the Incoming Bank Transactions page to process transactions imported from a bank feed or bank statement in Sage Accounting.


Use the Incoming Bank Transactions page to process transactions from your bank. Select the link with New transactions to access it.  


How this works

Each transaction shows the date, amount and a reference. For money out of the account, the amount is in red.

Decide how to process each transaction using the Match, Create,or Transfer buttons in the middle of the transaction.

For common transactions, consider setting up bank rules to process them automatically based on your predefined criteria. Read more about bank rules.

Match to existing transactions or pay invoices

Use the Match option to:

  • Match to a payment or receipt you have already entered in Sage Accounting
  • Pay outstanding invoices

Create new transactions

Transfer between bank accounts

Use this when transferring money between bank accounts. This creates a transaction in both bank accounts. If both bank accounts use bank feeds, you'll need to match the imported transaction from the other bank account.

  1. Select Transfer.
  2. Choose the bank account to Transfer to or Transfer from.
  3. Select Transfer.

Delete transactions

If you have transactions you don't want, you can delete them. You may need to do this if you have bank transfers or transactions you've already imported or processed.

Select the transaction (or transactions) you want to delete and then select Delete.

Fix problems with your incoming transactions


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