Bank Feeds - How frequently are they updated

SOLVED

The latest version of bank feeds as in V26 seem to be working better.  However, how frequently is the feed refreshed.  It looks at least 24 hours?

This is not useful.

Also the bank balance is not shown so logging in still required to ensure correctly reconciled.

My long sunsetted of Microsoft Money does a better job using OXF downloads!

  • 0
    SUGGESTED

    Hi Derrick,

    Thanks for using Sage City.

    You can change the frequency of the sync by going to Settings > Bank Defaults. From here you can select every hour for example. It's important to note that most banks send us the data at 7am once a day, if your bank is only sending us data once a day, you'll only receive data from the previous day regardless of what you set the sync too.

    Currently your bank balance isn't being passed from your bank so we can't show it, they just send us the transactions. 

    If this has answered your question please click More > Verify Answer.

    Regards,

    Ian

    Sage UKI

  • +1 in reply to Ian C
    verified answer

    The bank balance is a key requirement.  Looks like some user pressure needed on this & speed of updates.

    Thanks for your help.