Processing transactions from a bank feed or imported file

What to do next once transactions appear in your connected bank feed in Sage Accounting.

When transactions appear in your bank feed, you can process them using the Create, Match, or Transfer buttons.

Use:

• Match to link a transaction to an existing invoice, payment, receipt, or credit note
• Create to add a new transaction if no match exists
• Transfer to move money between bank accounts

This adds the transactions from your bank feed to your Sage bank, which saves you from manually creating them. 

For detailed steps, read our articles:

• Create transactions from a bank feed
• Match transactions from a bank feed
• Transfer transactions from a bank feed

Other useful bank feed processing guides: 

• Match a refund from a bank feed
• Undo bank feed transactions