I set up the bank feed recently but have noticed that two early transactions were not imported which throws out the bank balance. How do I correct this please?
Is this a Yodlee bank feed? What bank is it with?
Generally speaking, you can go to More Options >> Refresh bank feed to refresh it manually, but I would just like to try and understand your position a bit better and perhaps shed a bit of light on why they weren’t picked up.
You can view any transactions that we’ve received from Yodlee by going to More Options >> Bank feed details and clicking Raw Yodlee Data, which would also show any duplicates that weren’t imported too.
If it’s not a Yodlee feed, but let me know and I’ll try and help further.
Sorry I replied to the email so you probably didn’t get it.
Yes this is a Yodlee feed to Santander Bank. I only recently set it up and I may have given the wrong opening date which may be the reason. Can you advise how to rectify? there are just 2 transactions missing.
No problem! The emails are sent from a “no reply” address, so they don’t actually go anywhere.
Given there are only 2 transactions missing, I would input them manually on this occasion.
Thanks, just wondering how I do that?
Oh the bank statement view page, you should see a button at the top - “Input new bank transaction”:
Just fill in the details (date, reference, type and amount), and it’ll add the transaction for you.
Hope that helps!
Thanks, all sorted
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