Hello @ernieparsons
The automated bank feeds subscription is per QuickFile account rather than bank account. Does he have 2 or more QuickFile accounts, or is it just that they have set it up for one bank account already?
The automated feed setup and usage depends on the bank itself. To get started, you would view the bank statement page, select More Options >> Activate bank feed. This will allow you to select the bank and follow the steps to set it up.
With Barclays in particular, they offer several methods to login. If you were to set it up using a memorable word then the feed will be automated, whereas using a Pinsentry set up would mean we’re unable to do it automatically.
An easy way to think of it, is when you log in, does anything change? If not, you should be able to set it up and let it run.
We’re certainly happy to help if there are any difficulties with the set up process - just let us know.
There’s more details on setting this up, including screenshots, here:
Yodlee Bank Feeds