Check for new transactions
We regularly check with your bank for new transactions. When we find some, we download them automatically and show them on the Incoming Bank Transactions page.
All the banks send us transactions at different times, usually about once a day. So there may be times when transactions show on your bank statement but have not yet been imported in Sage.
As a rule, you should always be able to see transactions from the previous working day.
The last time your bank was checked for transactions is shown at the top of the page.
When your bank sends us transactions
Direct bank feeds
If you’re using a ‘Direct’ bank feed, a Direct label shown under the name of your bank on the Importing transactions page.
|Royal Bank of Scotland||Monday to Friday from the previous day||Once per day|
|NatWest||Monday to Friday from the previous day||Once per day|
|Lloyds||Tuesday to Saturday from the previous day||Once per day|
|Bank of Scotland||Tuesday to Saturday from the previous day||Once per day|
|HSBC||Daily from the previous day||Once per day|
|Tide||Daily from the previous day||Once per day|
|Cashplus||Tuesday to Saturday from the previous day||Once per day|
All other bank feeds
|All other banks||Daily from the previous day||Once per day|
Haven’t had new transactions for more than 5 days?
- 1. Check whether you bank feed is working from the Bank feed status page
- 2. Check whether you need to re-enter your bank credentials?
When you do, this message shows at the top of the page
Some bank feeds required that you re-enter your credentials every 90 days for additional security.
If you’re still having issues, check out our troubleshooting guide.