Member Since: 5th May 2015
10th Dec 2015
Also 'Import' feeds is a misnomer
I always thought forums were a way for people to discuss and resolve issues - not to plug software. So I have to continue to back up my 'problems' with Sage - the bank feed is NOT imported to your software. Sage gets pictures from Yodlee and displays them in a format which allows YOU the end user to do the importing. The client for whom I installed bank feeds, has several employees who have bank cards - so there are lots and lots of small bank transactions. Previously I used spreadsheets so all these minor transactions could be analysed and posted in bulk. Now each one has to be imported separately if I continue to rely on the bank feed. Furthermore there is no way to download the bank feed - as I said before it is 'live'. I have found a small workaround which will make things slightly easier for me. It irritates me that there are some users on this forum who are posting about things they have not actually used themselves on a daily basis. Let's here from the actual users please!!
9th Dec 2015
Sage One bank feed
Just my two pennies worth: Sage One bank feeds are 'live' - each transaction has to be dealt with - if your cashbook is up to date then the bank feed will show 'matches' and for each transaction you have to hit 'match'. If your cashbook is not up to date then each transaction will be have to entered and accounts will have to be chosen or worse, set up and then back into bank feeds to choose the account. If you are unlucky enough to still be using Sage One Accounts you will also not be able to choose any asset or liability accounts to post to. This 'feature' is however available in Sage One Accounting. I am sorry I signed up to this nonsense - I told my client that his cashbook would be up to date - it's just given me much more work to keep that promise. It is not a miracle solution if your clients cashbook is not up to date. As for Yodlee? I think I would probably trust my client's data more with them than with Barclays.