Using Automatic Bank Feeds

Using Automatic Bank Feeds

What are Bank Feeds? 

Connecting a Bank Feed allows you to automatically import your bank transactions directly from your bank to okke. Prior to Bank Feeds, businesses had to manually record their expenses and income. Not only was this hugely time-consuming for busy small business owners, but it also massively increases the chances of errors and mistakes. 

okke has partnered with Yodlee to allow you to securely, safely and easily connect your bank with okke. You can then sit back and relax as we import your transactions for you, at the click of a button. 

How do Bank Feeds work?

okke has partnered with Yodlee to securely retrieve your transactions from your bank account and import them into okke. When you connect Bank Feeds, Yodlee securely logs into your online banking to retrieve your bank transactions.

okke does not store your online banking login information.

 

How to set up Bank Feeds

  1. Log in to okke and select Banking > Transactions on the sidebar. 
  2. Click the Connect Bank Feed button near the top right. 


 
  1. Confirm by pressing Connect Bank Feeds button. 


 
  1. Search for your bank

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  1. Enter your bank account details

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  1. Select the accounts you would like to import transactions from


 
  1. Connect your bank accounts with the ones you have created in okke. 

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  • If you need to create more accounts in okke, you can do this in Bank Accounts. Once your Bank Feed is connected, this is where you can add, remove and manage the connections to each bank account in okke. 





  1. Select Refresh Bank Feeds to import your transactions.


 
  1. You can now either + Create a New Entry or select the dropdown to match the transactions to an existing entry in your Cash Flow (Income or Expenses)



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