Overview
To automatically import transactions from the bank feed connection, feed accounts (accounts that the bank feed connection has found) need to be linked to accounts within your PocketSmith: Adding a bank feed and establishing your accounts.
In PocketSmith, you can establish your bank accounts by:
- Linking your feed account to an existing offline account that contains historical transactions, or;
- Creating a brand new linked account
Perhaps you intended to link the feed account to an existing offline account but skipped a step - unintentionally creating duplicate accounts in the process.
If you are keen to resolve this issue, please follow the steps below - if you get stuck at all, please get in touch with us.
Duplicate accounts: one offline account and one linked account
The best way to resolve this situation is to:
- Retain the original offline account, since this contains the transaction history - and delete the new linked account: Deleting a bank account from PocketSmith.
- Link the feed account to the original offline account in order to bring in your most recent transactions - keeping all transactions in one linked account: Link a data connection to an account.