It’s fast and easy to connect your bank feed, and it will help you save time and stay secure.
- Sign into your Sage software
- Select the option to connect your bank account to a data feed
- Select your bank from the list and enter your account details
- Provide authorisation to let your bank know you're happy to send data to Sage
- Activate your feed and watch your bank transactions flow into your accounts
- Set up custom rules to categorise your transactions
- Start reconciliation and watch as new transactions are automatically categorised and allocated