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, you can enable automatic bank feeds for your bank accounts within Manager.io.

To access the Bank Feed Providers section, follow these steps:

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

Adding a Bank Feed Provider

To add a new bank feed provider, complete the following:

1. Click on the New Bank Feed Provider button.
2. Enter the required details to define your bank feed provider.

Connecting a Bank Account to Bank Feed Provider

After defining at least one bank feed provider, you can link your bank accounts:

1. Go to the Bank and Cash Accounts tab.
2. Locate the account you wish to connect, and click the View button.
3. Follow the prompts to connect your selected bank account to your preferred bank feed provider.

Retrieving New Transactions

Once at least one bank account is connected to a bank feed provider, a new button labeled Check for New Transactions will appear under the Bank and Cash Accounts tab.

Clicking this button will connect with the selected Bank Feed Providers for each bank account, attempting to retrieve the latest transactions automatically.

Special Information for Australian Businesses

If your business operates in Australia, Manager.io has partnered with Basiq.io to provide free bank feeds for Australian users. Visit https://basiq.manager.io for further details.