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Linking bank feeds to accounts in Reckon One

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

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.

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.

  1. In the Reckon One Banking menu, select Bank Connections.
  2. 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.
  3. Select the bank account from the drop-down list.
  4. Select Save.
  5. 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

  1. In the Reckon One Banking menu, select Bank Connections.
  2. 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).
  3. Select the bank account from the drop-down list.
  4. Select Save.
  5. 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.

  1. In the Reckon One Banking menu, select Bank Connections.
  2. 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.

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Index of BankData Resources

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