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Feeds

  • Incorrect transaction details in accounts with a feed
  • Linking and unlinking a feed to an account
  • Linking feed accounts to brand new accounts
  • Linking feed accounts to existing accounts
  • Multi-factor authentication (MFA) on feeds
  • Pending transactions from a bank feed
  • Possible Basiq issues and solutions
  • Re-adding bank feeds and relinking your accounts following account downgrade
  • Resolving duplicate accounts in PocketSmith
  • Starting your PocketSmith transaction history from a specific date
  • Steps to remove a feed
  • Switching to an alternate feed
  • Troubleshooting Akahu feeds
  • Troubleshooting feed errors
  • Troubleshooting Salt Edge bank feeds
  • Troubleshooting Yodlee feeds
  • TSB Connection issues with Akahu
  • Working around BNZ MFA issues for Yodlee bank feeds
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Topics

  • Getting started
  • Feeds
  • Bank files
  • Moving to PocketSmith
  • Account summary
  • Categories
  • Transactions
  • Categorizing your transactions
  • Budgets
  • Calendar and forecasting
  • Mortgages
  • Dashboard
  • Transfers
  • My reports
  • Net worth, assets & liabilities
  • Multi-currency
  • Mobile apps
  • Managing your settings
  • Billing & plans
  • Security
  • Advisor support
  • enable.me
  • Other
  • Videos
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