Resolve missing transactions in a bank feed

Summary

How to address missing bank feed transactions in Sage Accounting. It helps you maintain complete financial records.

Description

Sage checks for new bank transactions each day and downloads any that are available.

Your bank can take longer to share new transactions, so Sage can show them later than your bank statement.

Wait 72 working hours before you treat missing transactions as an issue. After 72 working hours, investigate the delay only when the following apply:

No new transactions have appeared
The bank feed still shows as connected
sage.com/en-gb/sage-business-cloud/sage-accounting/bank-feed-status shows no active incident

This helps you tell the difference between a normal delay and a problem that needs investigation.

Resolution

If your transactions haven’t appeared after 72 working hours, disconnect and reconnect your bank feed.

Before you disconnect and reconnect

Key points:

Disconnecting the bank feed deletes all unmatched transactions
The start date you choose when reconnecting affects your transactions. Choosing the wrong date can cause duplicates or gaps

What this means:

When you reconnect, you set a date for Sage to start downloading transactions again.

If you choose an earlier date than your last processed transaction, Sage will import duplicates. Choosing a later date could cause missing transactions.

TIP:

If the feed stopped during the day, it sometimes imports some but not all transactions for the last update day. Review your transactions carefully before deciding which date to use.

From Banking, find the bank account you want to disconnect.
Select Actions, then select Disconnect bank.
Read the warning message, then select Disconnect to confirm.
Now select Connect to Bank.
Enter the name of your bank or credit card provider in the search box.
Follow the on-screen steps to authorise the connection.
Confirm the date you want to start importing transactions from.

After you reconnect your bank feed, Sage Accounting starts downloading transactions from the date you chose.

When they’re ready, the new entries appear on the Transactions page so you can check and save them.

NOTE:

For security reasons, your bank requires you to reauthorise your bank feed every 90 days, otherwise your connection expires.

Alternatively, if your bank feed is unavailable, you can Import a bank statement.