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View and modify bank feeds in Reckon One
Learn how to view and edit bank feed details and delete bank feeds in Reckon One.
View feed details
To view feed details such as the type of feed, bank account, status:
- In the Bank accounts page, locate the bank account with the relevant feed.
- The status of the feed is shown next to the name of the bank account.
- To view further details about the feed:
- Select More.
- Select View and manage bank feed.
- In the modal, you will see relevant details of the bank feed.
Delete a bank feed
Deleting a bank feed will stop Reckon One from receiving transactions from that feed. If you would like to keep the bank feed active without a connection to a Reckon One bank account, unlink the bank feed instead.
Only the person who added the feed has the permissions to unlink and delete the feed.
- In the Banking accounts page, locate the bank account with the relevant feed.
- Select More.
- Select View and manage bank feed.
- In the bottom right, click the Delete feed button.
- Confirm deletion.
- The feed will be unlinked from that bank account and deleted in Reckon One.
If you would like to add this feed back into Reckon One, you will be required to set it up as new bank feed.
Read more
Need more help?
Ask the Reckon Community at: https://community.reckon.com
Or Log a Support Ticket: https://www.reckon.com/au/support/