Bank feed doesnt appear in Bank Accounts

PerryMIlls
PerryMIlls Member Posts: 3 Novice Member Novice Member
in Reckon One

Hi

Sorry, I am a real newbie to Reckon, and I'm struggling.. had the subscription all year and not understood it, and now the Annual Reports are due! Help!

I cant get off the ground.

I have two bank accounts with Bendigo linked on the Bank Connections tab, and got that far ages ago, but on the Bank Accounts page there are no balances showing still.

What is it that I have missed doing?

Comments

  • PerryMIlls
    PerryMIlls Member Posts: 3 Novice Member Novice Member

    If it helps, I have the CoreMedium and BankData Medium subscription, and I'm using an IMac with Catalina 10.15.5.

  • PerryMIlls
    PerryMIlls Member Posts: 3 Novice Member Novice Member

    And under Bank Fed Management the status is 'active'

  • Mario_10087432
    Mario_10087432 Reckon Alumni Posts: 55 Former Reckon Staff Member Former Reckon Staff
    edited September 2020

    Hi @PerryMIlls ,

    Does your bank account display under Banking>Bank Connections?

    Is it linked to an account? If it doesn't, please link it to the appropriate account and save.

    Do you see all your transactions for your bank account under Banking>Bank transaction.

    If you see your transactions under Bank transactions, it means you need to allocate receipt/payment/transfer for it to reflect in your reports.

    This video may be useful: BankData in Reckon One

    https://www.youtube.com/watch?v=jcp4PAyfv0k


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