Troubleshooting bank feed errors
On occasion, bank feeds encounter errors that are beyond our control. Errors are not commonplace, but unfortunately, they do happen! 😲
Thankfully - we've got you covered!🍻 Everything you need to know about addressing known issues for each of our data partners is explored in further detail below.
In this user guide
Bank Feed Errors
Due to the current state of bank feed aggregation, bank feeds occasionally run into errors or experience issues with correctly fetching transactions.
To help with this, we recommend logging into your PocketSmith account at least once every 28 days to ensure continuous data in your account. For more detail, see Keeping your bank feed up-to-date in PocketSmith.
If any transactions are not imported, please head to the Bank Feeds page (Accounts > Bank Feeds) to check your connections for error messages. Helpfully, most error messages contain specific instructions to address the issue quickly.
The Bank Feeds page provides an overview of; which connections have been added to your PocketSmith, the accounts linked to the connection, and insights into recent sync activity.
Which data partner is supporting my connection?
We support connections from three data partners: Yodlee, Akahu, and Salt Edge. Each of these has different troubleshooting methods when errors occur. To start troubleshooting, you will first need to confirm which data partner is supporting your connection.
If you're not sure which data partner your connection is via, please head to the Bank Feeds page (Accounts > Bank Feeds), and click the three-dot menu on the affected connection. You will then be able to find the appropriate troubleshooting guide below.
Issues with Connections via Yodlee
The majority of our bank feeds come through Yodlee, a third-party bank feed aggregator who is the trusted leader in this industry. Thanks to Yodlee, PocketSmith can connect to over 12,000 banks and institutions worldwide! Find out more about Yodlee here.
For troubleshooting any bank feed errors on a Yodlee connection, please check out this guide here: Troubleshooting Yodlee bank feeds
For more information about our data partner, Yodlee, please check out: About Yodlee, our global data partner
Issues with Connections via Akahu
Our data partner, Akahu, is New Zealand's open finance platform. Akahu makes it simple to access the data that organizations hold about you, and to share that data with trusted third parties like PocketSmith. Akahu connections are currently available to users with NZ-based banks.
For troubleshooting any bank feed errors on an Akahu connection, please check out this guide here: Troubleshooting Akahu bank feeds
For more information about our data partner, Akahu, please check out: About Akahu, our New Zealand data partner
Issues with Connections via Salt Edge
Salt Edge is our UK/EU-specific Data Partner. Salt Edge is an FCA-registered aggregator that securely provides PocketSmith with bank account and transaction data, with your consent. It's an elegant and transparent solution that adheres to the new Open Banking regulations.
For troubleshooting any bank feed errors on a Salt Edge connection, please check out this guide here: Troubleshooting Salt Edge bank feeds
For more information about our data partner, Salt Edge, please check out: About Salt Edge, our UK/EU data partner