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 connection you'd like to update the authorisation for
  3. 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 the three-dot menu and select Authorize

    Then, click EDIT AUTHORIZATION

  4. 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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