Current status
- Open Banking / Bank Feed should be treated as coming soon.
- Do not enter bank credentials or attempt a live connection from training guidance.
- Manual bank transaction CSV upload is the current intake path.
Level 2
Use manual upload while Bank Feed is coming soon
Bank Feed is not ready for production connection; use manual CSV upload and reconciliation until the product releases live bank connection.
- Who can do this
- Bookkeeping access
- Last verified
- 2026-06-06
- Steps
- 4
- Product area
- Banking
Prepare these items.
- Bookkeeping is enabled.
- You have bank statement CSV data.
Understand the fields before changing them.
Follow the workflow.
-
1
Open Bank Feeds
Open Management, then Bank Feeds. Confirm the page is informational/coming soon.
Expected result No real connection is required.
Bank Feeds
Click target: Bank Feeds -
2
Do not connect bank
Do not attempt a live bank connection until the feature is released.
Expected result No bank credentials are entered.
Coming soon
Click target: Coming soon -
3
Use CSV upload
Go to Help Centre Data templates and download Bank Transactions CSV.
Expected result Manual upload path is ready.
Bank CSV
Click target: Bank CSV -
4
Upload through Reconciliation
Use the Upload bank transactions guide to bring transactions into the reconciliation queue.
Expected result Transactions can still be reconciled manually.
Upload New Transactions
Click target: Upload New Transactions
Confirm before you finish.
- No bank connection is attempted.
- Manual CSV upload works as the current intake path.
Recover without losing control.
- If the Bank Feed page appears interactive, treat it as not ready unless release notes say otherwise.
- Use bank transaction CSV for current workflows.