Linking your bank feed allows you to automatically import transactions from your bank statement.

Watch a Video

Note: It typically takes 48- to 72-hours for your bank transactions to begin feeding.

To link your bank feed to your bank account:

  1. From the left navigation panel, click Banking.
  2. On the Bank screen, single-click the bank and click on the three dots at the end of the row.
  3. From the drop-down, click Link Bank Feed.
    A pop-up screen displays through which to link your bank account.
  4. Click Continue.
    The Select your bank screen opens.
  5. Scroll or use the search box to locate and click your bank.

    The bank prompts you to log in.

  6. Enter your credentials and click Submit.

  7. Select the account to which you want to connect.
    The system highlights the account.
  8. Click Continue.
    In the Bank screen, the bank icon displays next to the account to confirm the linked bank feed and its status.
  9. Your bank feed may get disconnected if your bank login details changed, your token expired, or your bank updated security settings.
    To continue importing transactions automatically, please re-link your bank feed using these steps:
    1. Go to Banking.
    2. Click the three dots next to the bank account.
    3. Select Unlink Bank Feed.
    4. Click the three dots again.
    5. Select Link Bank Feed.
    6. Choose your bank and complete the linking process.

    Once re-linked, you will resume receiving new transactions, which may take 48 to 72 hours.

    If you need assistance reconnecting your bank-feed, please contact our support team at support@cosmolex.com.