Homepage - Show "No bank feed set up" instead of "Last updated " on unlinked accounts
Bank feed showing as last updated Jan 1 but it used to show that no bank feed had been set up. Please can we go back to the more meaningful description.
I've been asking new clients to check their bank feed when I should have still been chasing them to set it up. Now they're totally confused.
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Della Hudson
shared this idea
Hi Della, thanks for sharing this idea. Clear status wording on the dashboard really matters, especially when you are managing clients and keeping track of accounts that need attention.
We hear the need for clearer messaging on unlinked accounts, like showing “No bank feed set up” instead of a generic “Last updated [date]” when there is no connection in place.
We’ll continue to track interest and share it with the relevant product teams.
