Added support for bank Financial Data Exchange (FDX)

21

What abut banks in USA?

2 Likes
22

This is independent of bank location. This is a technology issue.

1 Like
23

Hi lubos,
Thanks for your help with the above. I managed to get my accounts connected.
This may be a silly question but can you please explain where the transactions import to when I click the “Check for new transactions” button?

24

The transactions import into the applicable bank account in the same way as you would manually import the transactions.

25

That’s what I thought would happen but there are no transactions added anywhere. I get the “new transactions imported” box after I check for new transactions.

I’ve checked by clicking:

  • on the blue bank balance figure
  • in the payments tab
  • In the receipts tab.
  • In the suspense account

I’ve never previously imported bank feeds or statements but I can’t see where these new transactions are.

26

The new transactions would not be contained anywhere else. I think your bank feeds are not working and you should check with your bank if they allow data sharing and facilitate you enabling it.

1 Like
27

I’ve definitely confirmed that we have CDR activated on our accounts. I also just logged into the bankfeed provider and it looks like it has the transaction information but its not getting transfered through to manager.io properly when i click “check for new transactrions” button. I’m going to delete the connections and start over to see if that resolves the issues.

update: I’ve readded the accounts to basiq and still not working correctly.

28

How did you get past the “Tell me a little about yourself” as in NZ we dont have an ABN number and the state we can not fill out? I can not seem to get past that or did I put something wrong in.
I wasnt sure if this was the right thing to put in ,in the first place https://basiq.manager.io

29

I am using v24.9.19.1857 in Australia. I can see the Bank Feed Provider has already been set up

When I select “Connect to Bank Feed Providor” and then select NEXT on the following screen, I am taken to this screen (from which there is no way back unless quitting Manager).

Screenshot 2024-10-04 at 6.01.07 pm
Screenshot 2024-10-04 at 6.01.07 pm1160×1238 61 KB

After I log in, I select “Add Your Bank Accounts” and then “Connect New Bank Account” and eventually end up at this screen…

Screenshot 2024-10-04 at 6.05.12 pm
Screenshot 2024-10-04 at 6.05.12 pm1104×1378 90.2 KB

…from which there is nowhere to go :frowning:

Furthermore, the only action I can take is to quit Manager. If I sent “Close” or “Stop Sharing”, I am taken back to the log in screen for Basiq - and I have to Quit Manager.
Can anyone shed some light on where I am going wrong? Thanks

30

what a shame. I got thru the process of setting this up. all fine… but my bank [asn bank - netherlands] is not in the list.

then again, now with xml import update bank acc became quite easy. solved my issues with csv

1 Like
31

So why is an Australian individual sharing most of their personal financial data with Basiq not covered by Australian Government Consumer Data Rights in particular what is done or planned to be done which violates:

  • Your data cannot be sent overseas except in strictly limited circumstances.

  • Your data can’t be used for direct marketing unless you consent and it’s allowed under the CDR Rules.

  • An entity has failed to ensure the security of your CDR data or has not advised you of a data breach involving your CDR data.

  • An entity has collected, used or disclosed your CDR data without your consent, or your consent was coerced.

  • An entity hasn’t taken action in relation to a complaint you’ve made to them about your CDR data.

  • The CDR data that an entity holds is not accurate, up-to-date or complete or has not been corrected after you’ve made a request (but you believe it should be corrected).

Not undertaking to comply with these data protection requirements is likely to be a problem for many individuals and small bussinesses.

32

Hi,
I use Bank Feeds for 2 different organisations, one is with Bendigo Bank, and the other GMCU.

I just tried to setup the new bank feeds feature with both entities.

With the Bendigo account, it asks me to select a bank account to use, however my business account is not listed at all.

With the GMCU account, it says “You have no accounts available for data sharing” and “Business Account not allowed”.

Do you know if there is anything I can do about this?

Thanks and well done.

33

It appears that Open Banking is a work in progress for Bendigo Bank - https://www.bendigobank.com.au/open-banking/

34

Just ring both banks and ask them. You are on their website so they will know exactly why they don’t show you something that you expect to see.