PocketSmith automatically syncs your feeds by default, however, you can manually trigger a sync of your feeds at any time. You can also turn off the automatic sync setting so that your feed only syncs when manually triggered. Learn about these sync options below!
SMS or Email alerts when feeds sync
If you have enabled SMS or email alerts for your online banking logins, you may receive these messages when your feeds sync.
Some of our data providers use the same login process as you banks online banking. This means that when PocketSmith syncs your feed automatically, when you aren’t logged in, you may receive notifications from your bank. If you are frequently encountering this issue, you can consider disabling text/email alerts on your bank website, or setting your feed to only sync manually.
Turning off automatic syncing
You may want to turn off PocketSmith's Automatic syncing setting, so that your feed only syncs when you manually trigger it.
Note
This setting only affects syncs that are performed from within PocketSmith. Changing this setting will not prevent our data providers from performing their own scheduled daily syncs on your feeds.
Steps to disable automatic syncing on a feed:
- Head to the Feeds page (Manage > Feeds)
- Locate the feed you'd like to change to sync manually
- Head to the Settings tab
- Untick the Automatic syncing option
- Click SAVE CHANGES. Your feed will now only update when you manually trigger a feed sync as detailed here: Trigger a sync for a feed
Syncing a feed manually
PocketSmith automatically syncs your feeds by default, however, you can manually trigger a sync for certain feeds.
Steps to trigger a sync:
- Head to the Feeds page (Manage > Feeds)
- Locate the feed you'd like to trigger a sync on
- Click SYNC or TRY AGAIN ('Try again' displays if the feed has an error) from the Overview tab
Syncing for feeds that require Multi-factor authentication (MFA)
If your bank requires you to input additional security details, PocketSmith recognizes this, and the feed 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 feeds