Adding a feed and establishing your accounts
Feeds are a convenient way to automatically import your transactions and balances into your linked accounts in PocketSmith ⚡️
Learn how to add feeds in PocketSmith.
In this user guide
Adding a new feed
You can add new feeds at any time, as long as they are within your plan limits.
- Go to Manage > Feeds
- Click New feed
- Type your bank name in the search field and click SEARCH, or select one of the popular bank icons
Hover over the bank name and click + ADD FEED.
If you've previously added a feed to this bank, you will be asked to enter a Nickname. This is used to help you distinguish between the different online banking login details at the same bank.
Finding your feed within the search results
Use the information displayed within the search results to help you add the feed you had in mind.
Country - Your bank name will display under the country in which that financial institution is based
URL - Hover over the bank logo displayed next to the bank to confirm that the sign-in URL matches the online portal for your bank
Data provider - Many feeds are only available to add via one data provider, so you may find that your feed is easily identifiable from the results, using only the country and sign-in URL information
However, if there are multiple possible data providers for a feed, then the data provider label will be shown next to the bank name.
Linking your feed accounts to PocketSmith
Once your feed has been added to PocketSmith, you're ready to link your feed accounts to PocketSmith and have your transactions start flowing. To complete this, please follow one of the below guides:
1. If you're starting from scratch, follow the guide for linking your feed accounts to brand new accounts.
2. If you've already got existing accounts in PocketSmith, follow the guide for linking feed accounts to existing accounts.
Adding more than one set of credentials for an existing feed
PocketSmith allows you to add multiple credentials for one bank, which means you can connect your partner's accounts at the same bank or any other accounts you have at the same bank with different logins.
The process for adding a second set of credentials varies depending on the data provider for your feed:
- For any Yodlee or Salt Edge feeds (banks outside New Zealand) see: Adding more than one set of credentials to an existing feed
- For any Akahu feeds (New Zealand only) see: Adding more credentials to an Akahu feed
Auto-categorize transactions
When adding a new feed, the option to have Auto-categorize transactions is enabled by default. However, you can turn this off at any time.
For more detail please see: Auto-categorize transactions