Moving to Open Banking

Bank Feeds
1

I haven’t uploaded any transaction from my bank since 31 July, can I still do this or is it possible to set the start date for Open Banking as 1st Aug? If neither is possible, what alternatives are available?

Thanks, Eddie

2

Hello @EWP

Open Banking can be set up to 28 days from the connection date. You can set this when you first set up the feed.

Any transactions prior to this would need to either be manually input into your account, or you can export the transactions from your online banking and import them into QuickFile (CSV files are usually best).