Once you've set up bank feeds, it's easy to download your live bank transactions and match them to your accounts.

Let's take a look.

1. Download from your bank

1. Click Bank feeds, then click Open for the bank account you need to work with:
   
2. Click Download, then click OK.
   
   
3. When transactions are manually downloaded, once the download is complete the below confirmation message is shown:
   

TIP: To hide any downloaded transactions that you don't need, for example, if you've reconciled them previously, simply select the bank transactions and then click Ignore selection. 

2. Auto-matched transactions

We'll always try to automatically match your bank feed transactions with Sage transactions. If a match is found this will be shown in the Auto-matched section:

To find out more about auto-matched transactions, see our dedicated help article about this feature. 

3. To be matched

TIP: If you don't need to create any transactions, move to the next section, Confirming your matches.

If a downloaded transaction is not yet posted in your accounts, you can create it.

You can either drag and drop the transactions from either side of the window to match them up, or click to select each transaction and then click Match selection to match them. 

 NOTE: Matched transactions will vanish from the list and be visible in the Confirmed tab instead. See section 4 below for more information on confirming matches. 
You can find out more about matching transactions in our Bank Feeds - Transactions to be matched in v29.2 and above article. 

4. Create transactions

If the transaction doesn't already exist in Sage, you can click Create to make a new transaction in Sage for the selected bank transaction

The following window will appear:

Simply select the type of transaction you need to create, then click Create transaction. You'll then be taken to the right banking area to record the transaction. 

If you want to learn more about creating transactions, check out our help article about this here.

5. Confirming your matches

Confirming your matches removes them from the bank feed and flags the transactions as matched.

• To confirm matches and continue to your bank reconciliation, click Save and continue to reconcile
• If you don't want to do a bank reconciliation yet, to confirm matches and close Bank feeds, click Save and close

Next steps

• Automatic bank transactions - Setting up rules to post transactions automatically on download. Find out more >
• Easy reconciliation - Find out how Bank feeds speed up your bank reconciliation. Read more >
• Something not working? - Our step-by-step guide will get you back on track. Read more >

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