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Accounting

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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.

Bank Transactions received Updated
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

Bank Transactions received Updated
All other banks Daily from the previous day Once per day

Haven’t had new transactions for more than 5 days?

  • 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.

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