{"schema":"exacc.help.page/1","url":"https://exacc.au/help/set-up-bank-feeds/","title":"Connect your bank (bank feeds)","description":"Connect your bank accounts to Exacc through Basiq so transactions arrive daily, link each to an account in your chart of accounts, and manage connections.","category":"Accounting","summary":"Open **Books › Bank Feeds** and click **Connect a Bank**, choose your bank and give consent on Basiq's page. Once the accounts arrive, use **Link to Chart of Accounts** on each one. Exacc brings in up to 2 years of history, then new transactions daily.","lastVerified":"2026-10-09","apps":["app"],"processIds":["connect_bank_feed"],"start":{"label":"Open Bank Feeds","url":"https://app.exacc.au/{dbId}/bank-feeds-linked"},"menuPath":["Books","Banking","Bank Feeds"],"before":["An Australian mobile number in your Exacc profile (in the form +614…): Basiq sends it a code.","Your internet banking login. Banks that ask for a one-time code at each login cannot be connected yet."],"steps":[{"step":1,"title":"Start the connection","body":["Open **Books › Bank Feeds** (**Bank Feeds - connected accounts**) and click **Connect a Bank** (**Connect New Account** once you have some). Search for your bank and select it; banks under maintenance show **Currently unavailable**."],"url":"https://app.exacc.au/{dbId}/bank-feeds-linked","image":"https://exacc.au/help/set-up-bank-feeds/step-1.png"},{"step":2,"title":"Give consent at Basiq","body":["Exacc takes you to Basiq, the open-banking service it uses. Log in to your bank there, choose the accounts to share and agree. Basiq then returns you to Exacc (\"Bank connection updated\").","The accounts arrive within about 10 minutes, and Exacc emails you when they are ready."]},{"step":3,"title":"Link each account to your chart of accounts","body":["In the row's menu choose **Link to Chart of Accounts**. Pick an existing **Bank account (postable)**, or **Add new Account**: a bank account goes under Current Assets, a credit card, loan or overdraft under Current Liabilities. Only linked accounts appear in **Process feeds**."]},{"step":4,"title":"Let the transactions come in","body":["The first time, Exacc brings in up to 2 years of transactions to yesterday; after that, the last few days, once a day. Code them in **Process feeds** (see **Code your bank transactions**)."]}],"sections":[{"heading":"Managing connections","body":["**Books › Bank Feeds** lists the accounts connected to this business file, with the last update and who linked them. **Deactivate** stops a feed and **Connect** turns it back on; only the person who made the connection can do this. Your own accounts across all files are under **Bank Feeds - your accounts**.","Consent lasts a year. When it runs out, connect the bank again."]}],"related":["https://exacc.au/help/process-bank-feeds/","https://exacc.au/help/create-bank-rule/","https://exacc.au/help/chart-of-accounts/","https://exacc.au/help/import-bank-transactions-csv/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}