Linking a Bank Account

DavidDixon

I am not a client of Reckon yet, and I wanted to ask if it is possible to link a bank account so that the daily transactions are automatically fed into Reckon, but more importantly, when I setup the new link, that I do not want the transactions from (let's say 2013) to come flooding in.

I wish to start afresh for the new financial year, and ONLY have the linked Bank Account import and only recognise transactions from 1 July, 2024.

Tanvi_kataria

Morning @DavidDixon

Yes, Reckon One is effective with the Bank Feeds and the Transactions. Once you have the feed set-up in Reckon One, the transactions will be imported directly into the book.

It will not bring in all the transactions and will start to import from the date the feed has been activated with Bank.

Please find the attached articles for your reference -

https://help.reckon.com/article/qaq3ozsps2-kba-5308-bank-feeds-available-on-reckon-bank-data

https://help.reckon.com/article/jpgeau237w-kba-5334-setting-up-a-bank-data-account-on-reckon-one

Reckon One has a feature for Open Banking as well, find the attached article for your reference -

https://help.reckon.com/article/ck6giage4e-adding-an-open-banking-feed-in-reckon-one

I hope this helps. Please feel free to let us know for any concerns/issues. Thank you!

Regards

Tanvi