How do I get bank feed updates on demand?

  • 1
  • Question
  • Updated 7 months ago
  • Answered
How do I get bank feed updates on demand?
Photo of Greg MacPherson

Greg MacPherson

  • 70 Points

Posted 7 months ago

  • 1
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 39,236 Points 20k badge 2x thumb
Bank feeds are provided by a third party - Yodlee or by the bank. You dont control them.
Photo of John G

John G, Information Support Analyst

  • 27,290 Points 20k badge 2x thumb
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