Bank feeds
Bank feeds download your bank and credit-card transactions into Solid Accounting on their own, so you don't type them in from statements. Bank feeds are included with Updates & Cloud Services — there's no separate plan to buy.
What's included
| Tier | Bank logins included |
|---|---|
| Standard | 3 |
| Professional | 5 |
| Accountant | 10 |
Need more? Extra bank logins are $3/month each.
A bank login is one sign-in at one bank. It can cover every account under that sign-in: one login at your bank with a checking account, a savings account, and two credit cards counts as one. Logins at two different banks count as two.
Connecting a bank
- Open Bank Feeds from the sidebar (or Banking → Bank Feeds).
- Click Connect bank. Whenever you add, reconnect, or remove a bank, the app asks you to verify it's you with a code from your email or an authenticator app.
- Search for your bank and sign in. The bank connection runs through Plaid; your bank password goes to Plaid and is never stored by Solid Accounting.
- Choose which accounts to bring in and map each one to an account in your chart of accounts.
New transactions download when you open Bank Feeds and in the background while the app is running. Click Sync now to pull immediately. Review each transaction: match it to one already in your books, or add it with an account — Categorization Rules remember your usual choices. See Banking for the review workflow.
Banks sometimes ask you to sign in again; the connection shows that it needs attention, and you reconnect from the same screen.
If your bank isn't supported, or you'd rather not connect
Download a statement file from your bank's website (OFX, QFX, or CSV) and bring it in with Banking → Import Transactions... File import is free on every tier, with or without Updates & Cloud Services. See OFX / QFX and CSV.
If you don't renew Updates & Cloud Services
Bank feeds stop downloading new transactions. Everything you already imported stays in your books — they're ordinary transactions, and your reconciliations are unaffected. Renew and the feeds pick up again. File import keeps working. See Renewing Updates & Cloud Services.
Related
- Banking — reviewing, matching, and reconciling
- Account & Billing overview