Adding a bank feed and connecting your accounts

Bank feeds are convenient as they automatically fetch your transactions and import them into PocketSmith for you. Add your online bank accounts to PocketSmith with a bank feed to automate the importing of your transactions!

In this article

Add a bank feed from the Checklist

If you've just signed up to PocketSmith you'll be introduced to your checklist. From here you can add bank feeds and set up new bank accounts.

1
Select the option Connect bank feed accounts
2
Enter your bank in the search field and click Search (or pick from the options provided)

3
Now just jump to step 5  below to continue learning how to add a bank feed

Add a bank feed from the Account Summary page

1
Go to the Account Summary page ( Accounts > Account Summary)
2

In the purple toolbar, click Add new bank feed

3

In the window that appears, click Add a feed for a new bank

4
Enter your bank in the search field and click Search (or pick from the options provided)
5

If your bank feed is one of our "Most used" bank feeds, we'll display this for you. If this is the bank feed you'd like to add, select Add bank feed (jump to step 7).

If you don't see your bank, click See all search results.

6

If your bank feed isn't one of our "Most used" list, or you selected See all search results:

PocketSmith will display a list of all matching bank feeds for your country. If you're searching for a bank that is from a different country, click See all search results for all countries.

Tick the check-boxes for the bank feeds you would like to add and then click Add selected feeds.

Note

If you're not sure whether the bank feeds shown are the ones you are looking for, click the house or mouse icon to see its website to confirm it is the correct bank.

7
In the form presented add your online banking credentials for the chosen bank
8
Select the account types you hold with that bank (credit cards, banking, loans etc). For example, if you don't have any loan accounts, unselect Loans from the list.
9
On the bottom of the form, PocketSmith will ask whether or not you want the bank feed to:

Check or uncheck the appropriate options that suit you 

Note

Ensure that the bank feed credential form isn’t being auto-filled by your browser, or a password manager. If the wrong credentials are sent repeatedly, you could get you locked out of your online banking site.

10
Click Connect
The bank feed will then sync to Pocketsmith. You can see the progress on the Account Summary page. This can take a few minutes to establish.

You'll know the sync has been successful when it's status changes to Synced.
If you get a connection issue, try syncing the feed a couple more times. Click the drop down arrow on the account with the connection issue and click Try again.
If issues persist, check the list of known issues here, or get in touch with us!


Connect your bank accounts to PocketSmith

Once your bank feed is synced to PocketSmith, you'll see a list of your available accounts under the Ready to connect section - it's time to connect these accounts into your PocketSmith!

If you're new to PocketSmith, you'll need to create new accounts within PocketSmith for each of your imported bank accounts. If you're already set up in PocketSmith, you also have the option to connect recently imported accounts to any of your existing accounts in PocketSmith.

Connect your bank account to a new account in PocketSmith

If this is the first time you've connected your bank accounts, or you've decided to create new accounts in PocketSmith, follow the directions below:

1

Click the down arrow on the Ready to connect section

2

For each of the bank accounts that you'd like to connect, you can edit the following fields:

  1. Account: leave this as 'Create new...' for new accounts
  2. Balance: select the balance option that suits you.
3

Click Create account

4

For accounts you don't want to connect, select Ignore bank feed account at the bottom of the form. Doing this will hide the account from appearing on your Account Summary.

Connect your bank account to an existing account in PocketSmith

You might want to connect a recently imported bank account to one of your existing accounts in PocketSmith. This is usually the case if you've been using offline accounts and you'd like to change from importing bank files to using bank feeds. Just follow the directions below to get your accounts connected:

1

Click the down arrow on the Ready to connect section

2

For each of the bank accounts that you'd like to connect edit the following fields:

  1. Account: click the down arrow and select one of your existing accounts
  2. Balance: select the balance option that suits you
  3. Import from: select the date you'd like to start the import from
  4. Overlaps: if the import day you've chosen is before the date of any existing transactions in the account, it's important to select this option to prevent any duplicate transactions.
3

Click Create account


Accounts don't appear immediately after connecting a bank feed

After you set up a bank feed, some of your accounts may take a while longer to appear in PocketSmith than others. Generally, all accounts will complete their syncing within 10 minutes. However if you find that you are still missing accounts after 24 hours, get in touch with us and we'll investigate the issue.

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