Connect to Bank

You can setup Saasu to receive your bank transaction data each day automatically. This is called a Bank Feed. Bank Feeds must be in the same currency as your base file currency.

NOTE: Before connecting a Bank Feed the bank account needs to be setup in Saasu.

To create an indirect Bank Feed via Yodlee:

  1. Go to Automate > Bank Feeds.
  2. From the Bank Account selector choose the Bank Account you want to connect.
  3. Click Connect selector and then choose Connect Bank Feed.
  4. You will now be at the Connect to My Bank screen. Type to Search for your bank.
  5. Enter your online banking log-in details and click Login and wait up to 5 minutes for the “Blue” bank account choices to display. Select the bank account in “Blue” that is for this Bank Account you have setup in Saasu.
  6. Allow up to 24 hours for transactions to start appearing.

See also:

Bank Feed FAQ’s