How do I get bank feed updates on demand?

Options
Greg MacPherson
Greg MacPherson Member Posts: 1 Novice Member Novice Member
edited October 2024 in Reckon One
How do I get bank feed updates on demand?

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,355 Accredited Partner Accredited Partner
    edited August 2019
    Bank feeds are provided by a third party - Yodlee or by the bank. You dont control them.
  • John G
    John G Reckon Staff Posts: 1,527 Reckon Staff 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
This discussion has been closed.

Categories