Bank feed sync settings

🚧 Work in Progress 🚧

Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.

If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.

If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!

PocketSmith automatically syncs your bank feed connections by default, however, you can manually trigger a sync of your bank feeds at any time. You can also turn off the automatic sync setting so that your bank feed only syncs when manually triggered. Learn about these sync options below!

In this user guide

Trigger a sync for a bank feed connection

Triggering a sync on a bank feed connection can be useful when:

  • The security information requested when your connection synced was not entered in time 
  • A connection has an error, and re-syncing the connection may fix it

Follow the steps below to trigger a sync:

1
Head to the Bank Feeds page ( Accounts > Bank Feeds)
2
Locate the connection you'd like to trigger a sync on
3
Click SYNC NOW or TRY AGAIN ( 'Try again' displays if the connection has an error)

5
The connection sync may not start immediately - if other bank feeds connections are already being synced, the most recent sync request will be queued until the others are complete.

Note

For connections showing errors, we recommend that you try a couple of refresh sync attempts. If the problems persist, please check our Current bank feed issues page for further details!


Change bank feed syncing to be only manually triggered

You may want to turn off PocketSmith's  Automatic syncing setting so that a connection only syncs when manually triggered by you.

Note

This setting only affects syncs that are performed from within PocketSmith. Changing this setting will not prevent our data partners from performing their own scheduled daily syncs on your bank feeds.

You can disable  Automatic syncing on a connection with the following steps:

1

Head to the Bank Feeds page ( Accounts > Bank Feeds)

2
Locate the connection you'd like to change to manual syncing only
3

Hover over the  three-dot menu in the top right of a connection and select Connection options2b155bdd9bc9cf9be44bd7b3ec62cc93.png

4
Untick the Automatic syncing option

5
Click SAVE CHANGES

Your connection will now only update when you manually trigger the bank feed connection as detailed here: Trigger a sync for a bank feed connection

Syncing for connections that require Multi-factor authentication (MFA)

If your bank requires you to input additional security details, PocketSmith recognizes this, and the connection will only sync once you sign into PocketSmith to enter the required information. 

For more detail on MFA please see: Multi-factor authentication (MFA) on bank feeds


SMS or email alerts when bank feeds sync

If you have enabled SMS or email alerts for your online banking logins, you will also receive these messages when your Data Connection syncs. 

This is because a data partner may sync your bank feed while you are not logged into PocketSmith, you may receive these messages when you are not signed in to your PocketSmith account. You may like to consider disabling text alerts on your bank website as these can be sent very early in the morning, depending on your time zone!

Note

If you receive an unexpected One Time Password (OTP) request while you are not signed into PocketSmith, please get in touch, and we’ll look into this for you.

Still need help? Contact Us Contact Us