Connect a bank feed

A bank feed is a secure connection between your bank account and Sage Sole Trader. We import transactions from your bank, ready for you to check and save.

Before you start

• Have your online banking details ready
• Make sure you can access the phone or email address registered with your bank
• You can connect bank accounts and credit card accounts, not cash accounts
• You'll need to re-link your bank connection every 90 days

Connect a bank feed

1. From Banking, find the bank account you want to connect.
2. Select Actions, then Connect to your bank.
3. Select your bank from the list of top banks, or search for your bank by name.
4. Read the bank connection terms, then confirm that you accept them.
5. Log in to your bank, then follow the on-screen steps.
6. Select the account you want to connect.
7. Choose when to import your transactions from. Select today, or pick a custom date.
   CAUTION:

   You can't change the account or the start date after you confirm. To change either one, disconnect the bank feed and connect it again. If you already entered some transactions by hand, choose a start date after those entries. This stops the bank feed importing duplicates.

8. Check the details on the review screen, then confirm your connection.

What happens next

Your transactions start to download from the date you chose. When they're ready, they show on the Draft transactions page for you to check and save.

What to do with your imported transactions

When your transactions appear, review each one and decide if it relates to your business.

• Keep and categorise your business transactions
• Use the Non-business category for transactions that don't relate to your business
• Sage categorises transfers for you. This stops you treating a transfer as income or an expense

• Disconnect a bank feed
• Resolve issues with a connected bank feed
• Missing transactions in a bank feed