Will enabling Bank Feeds alter my existing transactions?
A Bank Feed will import new transactions starting on the day you've enabled it. It won't change any transactions you've already imported or added manually into FreeAgent.
Be sure to check your transactions around the date you enabled the Bank Feed. If you see any missing transactions, you can manually add them. You can also upload a bank statement, but you may see some duplicates if the transactions on your statement happen to occur after you enabled the Bank Feed.
Why am I missing transactions now I've enabled a bank feed?
A Bank Feed will import new transactions starting on the day you've enabled it. It won’t import any transactions from before the date you enabled the feed.
Depending on when you last uploaded or manually added bank transactions you may find that you have missing transactions from before you enabled the bank feed. If you see any missing transactions, you can manually add them or upload a bank statement – be careful not to add any duplicate transactions.
Why do I see duplicate transactions when I upload a statement into an account that has a Bank Feed?
Depending on the bank, a transaction may look quite different on your statement (which you upload) and on the bank's website (which Yodlee uses to get your transactions). If you upload a statement that includes transactions that occurred after you enabled your Bank Feed, you may see the same transaction twice.
You can resolve this by either:
- Manually deleting the duplicate transactions
- Undoing your last upload and manually adding any missing transactions
Why haven't any transactions been imported today?
Depending on when FreeAgent last checked your bank account you may have transactions that were still pending and haven't yet been imported into FreeAgent. These should be imported the next time Yodlee updates your bank feed.
In your bank account page you will have a notification of when we 'Last Checked' your bank feed to see if there were any new transactions. If there were any new transactions they should have then have been imported into your account. 'Next Import' is the date we will next check for new transactions.
Why does it say that there is a problem with my bank feed?
You will see this message if there is ever a temporary problem getting transactions from your bank. If this message appears, we will already know there is a problem and will be working on resolving it. We'll tell you here when you can expect things to go back to normal.
Don't worry about transactions being missed during this time. When the problem is resolved, all of your transactions will appear after the next import.
Can I turn off Banks Feeds once they're enabled?
Of course! To disable a Bank Feed, visit your bank account page, select 'More', and then select 'Disable Bank Feed'. Repeat this process for each Bank Feed you want to disable.
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