On desktop? Click HERE for the desktop help article.
The Bank Feeds feature enables you to connect bank account(s) or credit card(s) to your Rounded account so bank transactions can be seen within the Rounded App.
Bank feeds automatically refresh overnight (once every 24 hours). There's also an option to refresh it manually.
To manually refresh bank feeds
NOTE: When refreshing the bank feeds, make sure that you are not logged in to your internet banking. If you are, log out and close the browser used to log in.
1) Open the mobile app and log in
2) Tap More
3) Tap Bank feeds
4) Tap the dropdown arrow just below the search bar
5) Tap Update
NOTE: It may take a few minutes for the refresh to complete
Once successfully refreshed, the status will be updated:
When an error occurs, it could be for a number of reasons:
Error: There was a problem updating your account
Tap Retry when this happens, or wait for more minutes before trying again.
Error: Enter your credentials again
Tap the arrow to enter your internet banking username and password. Be sure to type your banking credentials, not copy/paste them.
Error: Additional info required
When your account has multi-factor authentication (aka MFA or 2FA) enabled, tapping Update will automatically take you to the screen to enter a multi-factor key or token (like when logging in directly to internet banking). If MFA is enabled for internet banking, it must be used when logging in to bank feeds via Rounded. Re-enter the key by tapping the arrow.
NOTE: If the second attempt doesn't work, please get in touch with support via the in-app chat or email hello@rounded.com.au.
Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!