Feeds
Feeds
Feeds
An overview and FAQ for getting started with feeds.
Getting help for feed issues
Learn how to get support for issues with your feeds in PocketSmith.
Feeds glossary
A glossary of terms, to help you learn more about PocketSmith’s feed system!
Adding a feed and establishing your accounts
Learn how to add feeds in PocketSmith.
Linking and unlinking a feed
Learn how to link and unlink feeds in the user guide below!
Feed transaction history
Learn about the options available for your feed transaction history.
Removing a feed
Learn how to remove a feed from your PocketSmith account.
Managing closed accounts
How to handle closing a bank account in PocketSmith.
Switching to an alternate feed
Find the steps to switch to an alternate feed when required.
Canadian banks with the best feeds
Check out some statistics we have compiled on current banks in Canada and their feed connections.
Adding your Sharesight feed to PocketSmith
Learn how to link your Sharesight account to PocketSmith in order to have your portfolio balance be automatically updated for your net worth total.
Adding your Navexa portfolio to PocketSmith
Learn how to link your Navexa account to PocketSmith in order to have your portfolio balance update automatically.
Limited Australian feeds for under-18’s
Learn why you might not be able to connect a feed if you are under 18 in Australia, due to CDR legislation
Adding more than one set of credentials to an existing feed
PocketSmith allows you to add multiple credentials for one bank, which means you can connect your partner's accounts at the same bank or any other accounts you have at the same bank with different logins.
Auto-categorise transactions
Use our Auto-categorise Transactions feature to help get you started! This feature will generate new category names, and apply these to your bank feed imported transactions.
Dealing with a replacement credit or debit card
How to handle a replacement credit or debit card.
Does PocketSmith have a feed for my bank?
If you want to know if you can get a feed for your bank or financial institution within PocketSmith, you can check a couple of places to get the answer.
Edit the authorisation for my feed
What to do if you have changed your login details at your bank.
How to import files when your bank feed is down
Our file importer makes it easy to keep your account transactions and balances up-to-date while your feed is experiencing an issue.
Multi-factor authentication (MFA) on feeds
If your financial institution requires more information than just a username/access ID and password to log into their online banking, you may be required to submit this information to sync your feeds. This is known as Multi-Factor Authentication (MFA).
Feeds: Providers
About Akahu
Learn about one of our data providers, Akahu and the feeds it can connect to PocketSmith
About Salt Edge
Salt Edge is the data provider that offers feeds for the United Kingdom and European Union, as well as some global financial institutions.
About Plaid
Plaid is our data provider for connecting to banks within North America.
About Yodlee
Learn more about data provider Yodlee.
About Basiq
Learn about Basiq, who provide Australian feeds
Feeds: Troubleshooting
Troubleshooting feeds
Learn about the different types of issues that can occur and the guides that can be used for trouble shooting them.
Resolving duplicate accounts in PocketSmith
If you have ended up with two of the same bank accounts within PocketSmith, this user guide explains how to resolve the issue so that all relevant transactions are within one account.
Re-adding bank feeds and relinking your accounts following account downgrade
This user guide shows you how to re-add your bank feed connections and re-link your existing accounts following an account downgrade.
Feeds troubleshooting: Syncing
Feed sync settings
Learn about some of the options available for syncing your feeds.
SMS or Email alerts when feeds sync
Learn about alerts you might receive when your feeds sync.
Turning off automatic syncing
You can turn off PocketSmith's automatic syncing setting, so that your feed only syncs when you manually trigger it.
Syncing a feed manually
Learn how to manually trigger a sync for feeds.
Feeds troubleshooting: Transactions
Duplicate transactions in accounts with a bank feed
Read through this guide if you have noticed potential duplicate transactions in an account connected to a feed.
Missing transactions in accounts with a bank feed
Bank feeds occasionally experience issues that may result in missing transactions. Learn how to troubleshoot this issue.
Pending transactions
In this article, you can find out what pending transactions are and how to deal with them within PocketSmith.
Incorrect transaction details in accounts with a feed
Check this guide out if you have incorrect transaction details in an account connected with a feed.
Feeds troubleshooting: Providers
Akahu: Can't access the email address registered with Akahu
What to do if you no longer have access to your original email address used for setting up Akahu.
Akahu: Enabling a new or missing account
How to enable a new or missing bank account to your PocketSmith once you already have an Akahu connection.
Akahu: Credentials already in use
How to revoke credentials stored in Akahu if needed.
Akahu: Adding more credentials to a feed
All the steps for adding new credentials from the same bank (such as your partner or business accounts) to an existing Akahu feed.
Basiq: Possible Basiq issues and solutions
This article discusses possible issues with Basiq feeds, along with ways to self-solve the issue that you're facing.
Salt edge: Troubleshooting Salt Edge bank feeds
Everything you need to know about addressing known issues for Salt Edge bank feed connections is explored in further detail below.
Yodlee: Troubleshooting Yodlee bank feeds
Everything you need to know about addressing known issues for Yodlee feeds is explored in this guide.