# Bank feeds

Source: https://docs.neropay.app/nerobooks/bank-feeds
Last updated: 2026-09-21T16:44:44+00:00

A bank feed brings your UK bank movements in so you can check them against your books.

The connection is read-only, it cannot move money, and importing a movement records nothing. Go to **NeroBooks → Accounts → Bank feeds**.

### What it does and does not do

| It does | It does not |
| --- | --- |
| show money in and out of your account | move, send or take money |
| give you something to match against | record a sale, an expense or a VAT claim |
| refresh on a schedule once connected | replace the entries you make |

> ⚠️ **Warning:** Importing is not recording. A movement here changes no report until it is matched to an entry you approved.

### Connecting a bank

Only the account owner can connect or disconnect a bank.

| What to expect | Detail |
| --- | --- |
| **＋ Connect a bank** | starts the connection |
| Authorisation | consent is given through your bank, using open banking |
| What it can do | read movements only |
| First import | up to 90 days; longer histories keep arriving in batches |
| Afterwards | the connection shows in the table with its consent and next refresh |

### How often it refreshes

Refresh runs on a schedule. An account is due again six hours after the last one, and the real timing depends on the queue and on your bank. The **Next attempt** column tells you when NeroBooks will try next.

### Reviewing movements

| Filter | What it does |
| --- | --- |
| From / To | a date range |
| Environment | LIVE or TEST — kept separate; TEST movements are rehearsal data and must not be treated as your real bank activity |
| Account | one account or all |
| Review status | all, unmatched, matched, or changed after match |
| Direction | money in, money out, or both |

| Status | What it means |
| --- | --- |
| Unmatched | not tied to anything in your books yet |
| Matched | tied to an entry you recorded |
| Changed after match | it was matched, then something changed — look again |

### What is not a new sale

Plenty of money arriving is not income. Match it to what already exists rather than recording it again.

- A card settlement paying out sales you recorded 
- A transfer from another of your accounts 
- A loan or finance receipt 
- Money the owner put in 
- A refund from a supplier

> 💡 Note: Work through **Unmatched** regularly. Movements are far easier to identify in the same week they happened.

### Checking a connection

The **Consent** and **Next attempt** columns tell you where each connection stands. Only the account owner can connect or disconnect.

### Frequently asked questions

**Can NeroBooks take money out?**

No. The connection is read-only and cannot send money. Your banking credentials go in at your bank, never in NeroBooks.

**How far back does the first import go?**

Up to 90 days at the start. More history keeps arriving in batches.

**Can my bookkeeper connect the bank?**

No. That is the account owner only.

**Nothing updated today. What do I check?**

The Next attempt column. Accounts are due six hours after the last refresh, and the real timing depends on the queue and your bank.

**Do I still need to enter bills?**

Yes. A bank movement shows money left the account. The bill is what says what it was for and what VAT was on it.

*This article explains how NeroBooks works. It is general information about the software, not accounting, tax or financial advice. Nero Panda Ltd, trading as NeroPay, is not a tax agent, accountancy firm or financial adviser.*

*Still need help? Contact us at support@neropay.app or create a ticket.*