How do I get bank feed updates on demand?

Greg MacPherson
Greg MacPherson Member Posts: 1
edited August 2019 in Reckon One
How do I get bank feed updates on demand?

Comments

  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited March 2018
    Welcome to the Reckon Community, Greg..

    Direct Bank feeds are updated daily and are available at the start of the business day.  there is no option for an "on-demand" update.

    Our alternate channel provided by Yodlee does provide a way for an on-demand update.  Keep in mind that you will only get "posted" transactions which the banks do only once a day (at midnight).  But if you think the feed is lagging you can force an update by going to Banking > Bank Connections > Connect an Account, and on your Yodlee bank line, click the link in the Status column.  Enter your bank login credentials and give it several minutes.  


    Hope this helps.


    regards,
    John