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How can I choose which accounts to display in Bank feeds?
How can I choose which accounts to display in Bank feeds?

Choosing which accounts to display in Bank feeds

Oliver Garside avatar
Written by Oliver Garside
Updated over a week ago

Use the Bank Feeds page to add and manage bank accounts and credit cards associated with your account.

If you have multiple accounts within your bank, you can specify what accounts you want connected with Rounded. This can help to make sure that you only see transactions relevant to your business.

To manage currently connected bank accounts

1) Log in to Rounded and from the menu on the left, click Bank feeds. The Transactions page displays

2) Click the Settings of the bank account to be managed

3) Click the switches to enable or disable the accounts to be associated with your Rounded account

4) Click Done to save the changes

NOTES:

  • Bank feeds refresh once a day.

  • Manually refresh the bank feeds when needed. Click HERE to learn more.

  • When choosing/updating what bank accounts to be displayed in your Rounded account, make sure that you are not logged in to your internet banking. If you are, log out and close the browser you used to log in.

Remember to download the Rounded mobile app!

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