Bank Feed Providers

Bank Feed Providers are financial institutions or data aggregators that support the Financial Data Exchange (FDX) standard. By setting up bank feed providers in Manager, you can enable bank feeds for your bank accounts. This allows for automatic importing of transactions, saving you time and reducing manual data entry.

Accessing Bank Feed Providers

To access the Bank Feed Providers setting:

1. Navigate to the Settings tab in Manager.
2. Click on Bank Feed Providers.

Figure 1: Accessing Bank Feed Providers in Settings

Adding a New Bank Feed Provider

To add a new bank feed provider:

1. Click on the New Bank Feed Provider button.

   Bank Feed ProvidersNew Bank Feed Provider

   Figure 2: Adding a New Bank Feed Provider

2. Fill in the required information for your bank feed provider.

3. Save your changes.

Connecting a Bank Account to a Bank Feed Provider

Once you have at least one bank feed provider set up, you can connect your bank accounts to it:

1. Go to the Bank and Cash Accounts tab.

2. Click on the View button next to the bank account you wish to connect.

   Connect to Bank Feed Provider

   Figure 3: Accessing Bank Account Details

3. In the bank account details, select the bank feed provider you have added.

4. Save your changes.

Checking for New Transactions

After connecting your bank accounts to a bank feed provider, you can retrieve the latest transactions:

1. Go to the Bank and Cash Accounts tab.

2. At the bottom of the screen, click on the Check for New Transactions button.

   Check for New Transactions

   Figure 4: Checking for New Transactions

Clicking this button will connect to your bank feed provider for each connected bank account and attempt to retrieve the latest transactions. This keeps your financial records up to date with minimal effort.

Bank Feeds in Australia

If you are in Australia, Manager has partnered with Basiq to offer free bank feeds to Australian businesses. Basiq provides secure and reliable bank feed services, making it easy to connect your Australian bank accounts to Manager.

For more information and to get started, visit https://basiq.manager.io.