Re-adding bank feeds and relinking your accounts following account downgrade

If your paid PocketSmith subscription has lapsed your account will be automatically downgraded to a Basic subscription. As a result of the downgrade, your bank feed accounts may have been converted to offline accounts.
This user guide shows you how to re-add your bank feed connections and re-link your existing accounts following an account downgrade.

In this user guide

Bank feed accounts change to offline accounts following an account downgrade

If the subscription for a paid PocketSmith account has lapsed, any bank feeds will also expire after 21 days. This means that if you re-subscribe to a paid plan after your account has lapsed for a period greater than 21 days, any bank feeds will have been removed and bank feed accounts will have been converted to offline accounts.

Once you've upgraded to a paid plan, you will need to re-add your data connections then relink your bank feed connection to the appropriate existing accounts within PocketSmith


Re-adding a data connection to your PocketSmith account

1
Head to the Bank Feeds page ( Accounts > Bank Feeds) and click Search and add connection in the toolbar
2

Enter your bank in the search field and click SEARCH, or quickly select one of the bank icons provided

3
Hover over the bank name and click + ADD CONNECTION.
If you have previously added a connection to this bank, you will be asked to enter in a Nickname. This is used to distinguish between different online banking login details e.g. your login vs your partner's login.

Tip

Hover over the bank logo to confirm that the login URL matches your online banking portal

4

For connections provided by Yodlee, jump to Step 5

For connections provided by our UK/EU provider, Salt Edge, you will be required to authorize this connection as per PSD2 regulations.

After clicking AUTHORIZE, please read the consent information. If you consent for Salt Edge to access your bank data, tick the box and click Confirm.

You’ll then be diverted to the secure online banking portal to enter your online banking login details, select accounts, and grant Salt Edge permission to access your data.

After the connection is complete, you’ll be asked to close the window to return to PocketSmith. You can now head to Linking your bank accounts.

5
Sign in with the same login details that you would usually use at your online banking site, and click SUBMIT

If you have additional security requirements for this feed, please click Authorize to complete the information and continue syncing.

The first sync may take a few minutes to complete. While waiting, grab a cuppa, or check out some handy hints from the loading toolbar at the bottom of the page.


Linking your data connection to existing accounts within PocketSmith

Once your connection has been re-added and the sync is complete you can relink your connection to your existing accounts.

Follow the directions below to get your accounts relinked:

1
To relink your feed accounts to PocketSmith, click LINK ACCOUNTS

2

You'll be asked if you want to link each offline account to a data feed.

To link an existing offline account (displayed in the left column) , select the appropriate feed account from the drop-down (displayed in the right column) and click LINK SELECTED.

3
If you have any remaining unlinked accounts, you'll be asked if you want to add these to your PocketSmith. Tick any accounts you’d like to add to PocketSmith. Any unticked accounts will remain unlinked. 
Click ADD TO POCKETSMITH to establish new accounts, or  LEAVE UNLINKED if you have not selected any accounts. 
4
Nice one! You’ve authorized your feed and relinked your accounts with PocketSmith Data Connections! 🎉

Head to the Transactions page ( Accounts > Transactions) to view the transactions that were imported 🤓 

Auto-categorize Transactions

When re-adding a data connection, the Auto-categorize Transactions option is enabled by default.

If you'd prefer to turn this off see: Turning Auto-categorize Transactions off


Using bank files to import missing transactions

Once your bank feed accounts are reconnected, the bank feed will gather any recent transactions (up to 90 days) and import these into your account. However, if your accounts have been offline for more than 90 days, you'll need to use bank files to fill in gaps in your transaction history. 
 
To import bank files into your account, you'll first need to download bank files from your online banking as detailed here: Preparing your bank files & accepted file types

Once this is complete, you'll be able to upload your file to the corresponding PocketSmith account.

Steps to import a bank file and prevent duplicates 

1

Head to the Account Summary page ( Accounts > Account Summary

2

Find the account which needs to be updated

3
Click MANAGE ACCOUNT > Upload bank file 
4
If you're importing a CSV file, choose a CSV format or create a new format and assign the columns appropriately
6
You'll notice some different options can apply to the import. Make sure you chose the option Replace transactions on overlapping dates

Alert!

It's important that the correct option is selected here, otherwise, duplicate transactions may be created. See: Bank file import options

7

Select  Import my transactions

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