Setup a direct bank feed

Setting up a new bank feed

To setup a bank feed, you must first create a connection to your bank. 

• From the main menu, click on Bank Accounts

• Click Connections

• On the bank connections screen, click New connection

• On the message screen, click OK

• Search and select the bank you wish to create a connection to from the list of available banks

• Ensure you have read the details and click Allow 

• Sign into your bank and select the bank accounts you want to share with KEYinfinity. (note: Credit card accounts are not yet supported)   
  
  

NOTE: If your bank is not yet supported via our 3rd party TrueLayer, you may be able to import your bank transactions manually. 

Once you have connected your bank accounts, you will need to either select a bank to link to in the application or, if you do not have one already setup, toggle the New button to create a new account. 

Enter a date you want to import your transactions from before clicking on ‘Save’. How far you can go back for Historical transactions will be dependent on your bank. Note: the Import transactions from date will be disabled if you have already completed a bank reconciliation.