If you didn't enable all accounts at Akahu during your first authorisation, or if you have since opened a new bank account, you will need to allow Akahu to connect to these accounts, before you can add them to your PocketSmith account.
In this guide, we provide instructions for enabling more accounts with Akahu.
Once you’ve completed the initial process of sharing those accounts, you can then link them in PocketSmith, to start importing new transactions.
Sharing a new account to an existing Akahu Open Banking feed
- Head to the Feeds (Manage > Feeds) page.
- Select the Authorize tab of the feed, then select Authorize (or Reauthorize).
- Verify the email you initially used with Akahu is correct, then press Continue. If the email associated with Akahu is incorrect, press Use a different email address.
- If prompted, enter your login credentials and the OTP sent via email.
- If you are with ANZ you will also be prompted to scan a QR code before continuing the consent flow.
- From the list, select the connection to which you want to add or remove accounts.
- Select + Add or remove accounts.
- Select which accounts you wish to add or remove from PocketSmith, then press Update.
- Press Done, then Save Connections.
- Once redirected to PocketSmith, follow this guide to link your feed accounts to PocketSmith: Linking and unlinking a feed account to a bank account in PocketSmith.
Note: ANZ bank-specific information
For ANZ, secondary cardholders cannot share credit card account data via open banking, even if they can view the account in their ANZ app. If you are the primary account holder, follow the steps above, if you are the secondary account holder, then you need to follow the guide - Akahu: Adding more credentials to a feed.
You must be 18 or older to share your accounts via the ANZ open banking feed.
For ANZ business accounts (excluding business credit cards) & trust accounts, you'll first need to link them to your personal banking login. To do that, please follow the steps in this guide: Setting up ANZ Customer Select for open banking access. If you have any issues during the set up ANZ Customer Select, please reach out to ANZ directly for help on: 0800 269 249.
Sharing a new account to an existing Akahu Classic feed
- Head to the Feeds page (Manage > Feeds)
- Click into the Authorize tab
- Select REAUTHORIZE
- You will then be taken to the Akahu Connect interface pop-up window. Step through the Akahu verification process until you get to the screen with your accounts listed.
- You'll be shown a list of all your accounts - tick the missing account, and select Update to share it with PocketSmith. If you've found your account, jump to Step 8.
- If your account isn't shown there, click the connect new accounts link that appears within Akahu as below, then select your bank.
- You will then be shown all accounts found during the initial connection process. Select all your missing accounts, then click Done.
Note
If the account you're looking for isn't listed here, then it may be that you need to add a different set of credentials to gather the account, for example, if it's your partner's account that you're trying to access. If this is the case, follow the guide here to add a second set of credentials
- Once you're back in PocketSmith and the Connection is synced, those accounts will appear within the Unlinked Accounts section on the Connection, ready to link up!
If you are enabling a new account that doesn't have a corresponding offline account in PocketSmith yet, you'll follow slightly different steps from re-linking an account that has already been set up in PocketSmith in the past.