Settings and activity
2 results found
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585 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
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Rachel Salisbury
supported this idea
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222 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
An error occurred while saving the comment Rachel Salisbury
commented
Surprised to see that this is not integral to the budgeting process in Xero
Rachel Salisbury
supported this idea
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Not having an automatic bank feed for CAF bank customers is leaving a huge number of Xero/CAF customers at a disadvantage to other users. The QFX file download provided by CAF is not a sufficient work around as any POS transactions do not provide enough detail in the reconciliation table to match transactions without having to cross reference to a PDF download of the bank statement which is a real headache, resulting in bank rec. taking longer than it should. Please Xero, make this a priority - we are all waiting!