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How do I connect a bank account?
How do I connect a bank account?

Connecting your bank or credit card accounts to the Bank Feeds feature

Oliver Garside avatar
Written by Oliver Garside
Updated over 4 months ago

The Bank Feeds feature enables you to connect bank account(s) or credit card(s) to your Rounded account so you can see all of your transactions in one place.

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

To connect to a bank account (for the first time)

NOTE: When connecting an internet bank 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.

1. Log in to Rounded and click Bank feeds on the menu on the left.

2. Select the bank to be connected under Connect your bank account. This can be a savings, cheque or credit card issuing bank. There are over 130 Australian banks and credit card providers on this list!

3. Click Connect

4. Type in your usual internet banking credentials and click Login

5. Select the account/s to be connected to your Rounded account and click Connect Accounts. All transactions associated with the selected accounts are
retrieved and added to your Rounded account

NOTES:

  • When connecting bank accounts to Rounded, make sure that you are not logged in to internet banking. If you are, log out and close the browser used to log in.

  • It can take up to an hour to retrieve all transactions for the first time. It can be quicker, but it is perfectly normal for there to be a delay.

  • If account balances are displayed on the dashboard page, that's also a good sign everything is as it should be.

  • While waiting to see transactions for the first time, it's OK to navigate away or close the app and come back to it at a later time.

  • Bank feeds automatically refresh once a day.

Remember to download the Rounded mobile app!

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