Bank feeds: connection is only the first step

Run a controlled import

Choose a short date range and compare the imported count with your bank statement. Check pending transactions, posted dates and duplicate detection. Connecting a bank successfully does not prove that every historical transaction arrived.

Define who fixes failures

Bank authorization can expire and feeds can pause. Decide who checks connection health and how often. Document the last imported date before using a CSV fallback, or an overlapping import may create duplicates.

Reconcile to a statement

Matching transactions is not the same as reconciling a statement. Confirm the closing balance and investigate differences. Preserve the statement and a record of adjustments so the next reviewer can reproduce the result.

Sources & scope

This guide provides original workflow checklists and illustrative evaluation methods. For current product-specific prices, use our source-linked comparison. It does not establish tax, legal or accounting treatment.

We have not performed hands-on product benchmarks. Read our research method or report a correction.