Bank Feeds & Linking Bank Account
Hi my Bank Feeds say "Bank Feed Ready" but the Bank Account option (Linked Category) is hashed out so I can't link the bank account to start coding the bank transactions. I had 2 Bank feed applicat...
Forum Discussion
Hi There
My bank feed has been set up. I have a notification to 'add a category' when i click to add a category it gives me a pop up 'add a category for account' there is a drop down box which says 'linked category' when i select the drop down box arrow it says 'no account found'
Can you please offer any previous knowledge of this issue. I have spent a day reading online material and three hours yesterday on chat and now an email from the bank feeds team saying to reach out to the support team for further assistance with the category allocation. Any help would be greatly appreciated. Thank you
Hey AngeliqueD,
The "no account found" message in the dropdown is because a bank category can only be linked to one bank feed. If the category is linked to a different bank feed, it won't appear in the list. You can check this link for more information. If you're still having issues with the linking category, it's best to reach out to our support team directly on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.
Cheers,
Doreen
