Edit the authorization for my feed

If you've changed your login details at your bank since setting up a bank feed in PocketSmith, you'll need to update these credentials in PocketSmith so that the feed will continue to work.

  1. Head to Manage Feeds ( Manage >  Feeds)
  2. Locate the feed you want to update the authorisation for in the sidebar
  3. Click the Authorize tab
  4. If you see an ' Authorization failed' error, click TRY AGAIN

    If the connection has not attempted to sync since changing your login details, and no error appears, you'll need to click REAUTHORIZE or RECREATE

  5. Enter the updated credentials for the feed, then click SUBMIT

Adding more than one set of credentials

To add more than one set of credentials for a bank, you'll just need to add a new connection for the same bank, as detailed here: Adding a Data Connection and establishing your accounts

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