Update Bank Feed items in the Bank Register

Use this option to retrieve data recent data from Plaid. This will pull the last 7 days of transactions (today minus 6 days) and check for duplicates. You will be able to view these new bank feed items in the Bank Feed dialog. You will also see an entry in the Bank Feed Log widget and with the Bank Feed Detail widget.

To update the bank feed

  1. From the > Manage menu, click Bank Register.
  2. Click the Reconcile tab.
  3. Click the Bank Feed button.
  4. In the Bank Feed Detail window, click Update.

You will receive a message when the update is complete or if there are no new items in the update.