Using bank feeds

Once you've set up bank feeds, it's easy to download your live bank transactions and match them to your accounts.

Download from your bank

You can download transactions as often as every 15 minutes. New transactions download automatically when you first open the bank feed for your bank account.

1. Click Bank feeds, then click Open for the bank account you need to work with:
   
2. Click Download, then click OK.
   
3. The confirmation message appears when you manually download the transactions and the download is complete.

TIP: To hide unnecessary downloaded transactions, such as those already reconciled, select the bank transactions and click Ignore selection. 

Auto-matched transactions

We automatically match your bank feed transactions with Sage transactions. All matches appear in the Auto-matched section:

To find out more about auto-matched transactions, see our dedicated help article about this feature. 

To be matched

If you haven't already posted a downloaded transaction in your software, you can create it.
Find out more about matching transactions in our transactions to be matched article. 

Create transactions

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

If the transaction doesn't already exist in Sage, you can click Create to make a new transaction in Sage for the selected bank transaction

For more information, follow our create transactions article.

Confirming your matches

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

To learn more, visit confirm matches.

• Automatic bank transactions - You can create and manage automated Bank feeds transactions
• Easy reconciliation - Find out how to reconcile your bank account if you use Bank feeds  
• Something not working? - Our Troubleshoot bank feed issues article will help you

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