Table of Contents

Linking bank feeds to accounts

This article explains how to link and unlink a bank feed to a bank account in Reckon One and Reckon Accounts Hosted, so that transactions are automatically received into the correct account in Reckon.

Only the person who added the feed (the bank feed owner) is able to link and unlink it to an account, or change the linked account. Learn how to transfer ownership if someone else set up your feeds.

Linking a bank feed for the first time

To link a bank feed to an account, it must be active and not already linked to any bank accounts.

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.
  1. In the Actions column, next to the feed you wish to link, select the red link icon (when you hover over the icon it will say Feed not mapped to bank account) or select LINK in the Linked Account column.
  2. Select the bank account from the drop-down list.
  3. Select Save.
  4. The linked account will now show in the Linked Account column, and the link icon will turn blue.

Changing the bank account the feed is linked to

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.
  1. In the Actions column, next to the feed you wish to link, select the blue link icon (when you hover over the icon it will say Feed mapped to bank account).
  2. Select the bank account from the drop-down list.
  3. Select Save.
  4. The linked account will now show in the Linked Account column.

Unlinking a bank feed

Unlinking a bank feed will unlink it from a bank account in Reckon but keep it active, so that it can be re-linked, or linked to another bank account. If you wish to cancel the feed instead, delete the bank feed.

Reckon One
1. In the Reckon One Banking menu, select Bank Connections.
Reckon Accounts Hosted
1. From Portal, select BankData from the menu on the left of the screen.
2. On the BankData tile, select the ellipses menu (3 dots in the top right corner) and select Bank Feeds.
  1. In the Actions column, next to the feed you wish to link, select the rubbish bin icon (when you hover over the icon it will say Delete this feed).
Selecting the rubbish bin icon will not delete your feed. After you select the icon, you'll be shown a confirmation message where you can choose to delete or unlink the feed.
  1. Select Unlink.

Read more

How did we do?

Adding and managing bank feeds

Index of BankData Resources

Related Articles

Bank Feeds available on Reckon Bank Data
Bank Feed Management screen is missing some bank feed connections.
Bank Accounts - Reckon One
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)