Link bank feeds to accounts in Reckon One

This article explains how to link and unlink a bank feed with a bank account, so that transactions can be automatically received and viewed in Reckon One.

Typically, you'll be prompted to link your bank feed as part of the setup process when you add a bank account. If you skip this step or if your feed isn't ready, you can link your feed later from the bank accounts screen.

Who can link and unlink a bank feed

Only the person who added the feed (the owner of the bank feed) will be able to link or unlink it to an account.

Link a bank feed during setup

In most cases you will be prompted to link your bank feed as part of the feed setup process:

1. On the screen called Link feeds to Reckon bank accounts, you'll have the option to choose whether to link to:
   1. A new Reckon bank account - here you'll be prompted to enter a unique name for your new Reckon bank account. You can go back and set up this account later.
   2. An existing Reckon bank account - here you'll be prompted to select from a list of bank accounts in your book that are not yet linked to a feed. Only one account can be connected to one feed at a time.

If you don't see this option, there may either be a short delay from your bank, or you have selected a bank feed that requires a longer set-up time. In these cases, you'll need to link your feed later on the bank accounts screen.

Link a bank feed from the bank accounts screen

To link a feed from the bank accounts screen:

1. In the Reckon One Banking menu, select Bank Accounts.
2. If your book has access to a bank feed that is not yet linked to a bank account, a banner will appear at the top of the bank accounts screen telling you that you have unlinked bank feeds.

   

3. Select the View feeds link in the banner. A list of unlinked bank feeds will be shown in the order that they were created, with the most recent at the top of the list.
4. There are 2 options to link the feed to a bank account. You can link to:
   1. A new Reckon bank account - here you'll be prompted to enter a unique name for your new Reckon bank account.
   2. An existing Reckon bank account - here you'll be prompted to select from a list of bank accounts in your book that are not yet linked to a feed. Only one account can be connected to one feed at a time.
5. Once selected, press Save. The feed will be removed from the unlinked feeds list and appear against the relevant bank account on the bank accounts screen.

Change the bank account the feed is linked to

1. In the Reckon One Banking menu, select Bank Accounts.
2. Find the bank account with the relevant feed.
3. Select the More button.
4. Select View and manage bank feed.
5. At the bottom of the modal, there is a button to Unlink feed.
6. Confirm you wish to unlink.
7. The feed will then be unlinked from that bank account. You can then link it from the bank accounts screen via the unlinked feeds banner.

Read more

• Learn about about bank feeds