Simon

At https://sagecity.na.sage.com/gb/sage-50-accounts-and-sage-50cloud-accounts-uk/f/sage-50-accounts-and-sage-50cloud-accounts-uk-general-discussion/121258/bank-rules/326523#326523 Ian wrote....

“.....click on bank feeds at the top of the bank accounts window. You should get the new on boarding screen for Sage 50cloud bank feeds.

Selecting Lloyds Bank from "Popular banks" please note that selecting this option will need your bank to approve the use of bank feeds. It also means that transactions will start coming down from the date to of approval and can not be back dated.

Or select "Other banks" and search for Lloyds Bank. This will sign you up to Yodlee direct bank feeds. This will allow for back dated transactions and also require no approval time.”

I’m sure it’ll be the same for HSBC.

At https://sagecity.na.sage.com/gb/sage-50-accounts-and-sage-50cloud-accounts-uk/f/sage-50-accounts-and-sage-50cloud-accounts-uk-general-discussion/121258/bank-rules/326357#326357 Ian wrote...

“...using Yodlee Bank Feeds, this doesn't support Bank Feeds Rules but you're able to sign up to Direct Bank Feeds which does support rules.”

Richard

Hi Richard,

Thanks for your reply, and sorry for the delayed update from me.

It looks like there's a limit as to how far back the data feed will go, at least for an HSBC account. It's around 60 days. Generally, this would be more than enough, I'm sure, but I'm just nearing the end of a conversion from another accounting system and wanted to do a bank feed from 1-Oct. Loks like I'll have to do that manually now. There's not too much activity on the account, so shouldn't be too bad.

Cheers, Simon