Managing multiple synced bank accounts

Where to find it

Banking → your bank connection → Edit / Manage accounts

✅ Common tasks

Review synced accounts

1. Open the bank connection you want to manage.

2. Look at the account list under the sync settings.

3. Check the IBAN, currency, description, product, and owner for each enabled account.

4. Review the last sync time or see Not yet synced.

5. Check the consent badge beside each enabled account when present.

Disabled accounts are shown separately and cannot be edited in the same list.

Change synced accounts

1. Open the connection settings.

2. Find Select bank accounts to sync.

3. Tick Sync for accounts you want included.

4. Untick Sync for accounts you want removed.

5. Click the update action to save.

Cashfeed runs a new sync after you save the change.

Update synced IBANs

1. Open the connection’s sync-account editor.

2. Select the IBANs you want to keep synced.

3. Remove IBANs you no longer want synced.

4. Use the add and remove controls if the bank needs extra IBAN fields.

5. Submit the form to save your changes.

This change applies to one connection, not all of your bank links.

🔗 See also

• Banking connections

• Transactions page

• How transaction matching works

• Connection health and renewal

• Paying invoices