Settings and activity
6 results found
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3 votes
Hi everyone, thanks for the idea. We understand you’d like Yodlee bank feeds to update more quickly, ideally in closer to real time, so transactions are available sooner for reconciliation.
This could make it easier to manage day-to-day bookkeeping with out waiting for feed delays.
We’ll continue to monitor feedback and input from the community here.
Roger Gimson
supported this idea
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11 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment An error occurred while saving the comment Roger Gimson
commented
We also use the Cooperative Bank. It seems the agreement that Xero have with the Co-op Bank only allows one update per working day.
I know that the Co-op Bank can provide instant updates because Quickbooks was able to do this when we used them using Open Banking.
Why can't Xero use Open Banking with all banks that support it?
Roger Gimson
supported this idea
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10 votes
Hey everyone, thanks for for letting us know that this is important to you. We agree that having an up-to-the-minute view of your bank transactions, every day of the week, helps make managing your finances so much easier.
The great news is that many banks already offer daily feeds that include weekends and public holidays. Since each bank determines the frequency of their feeds, the availability of this can vary.
If you’re with a bank that doesn’t currently send transactions every day, we encourage you to also reach out to them directly to request this from them specifically, and this will help them to inform demand for this.
We’ll keep this idea open for votes and comments to track the demand for this idea in general, and let you know if there are any updates here.
Roger Gimson
supported this idea
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5 votesRoger Gimson
supported this idea
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19 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
Roger Gimson
supported this idea
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An error occurred while saving the comment Roger Gimson
commented
In QuickBooks, our bank feed could be imported on demand. This is important to check whether a payment has been made before sending out an invoice. Open Banking supports this - why doesn't Xero?
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12 votes
✨ Thanks for the suggestion – we love hearing how we could make bank feeds easier to manage.
Right now we’re not planning a single “refresh all bank feeds” button in the near future. A few reasons why:
- Banks control timing: Many feeds update on a schedule set by the bank or provider, so a global refresh wouldn’t guarantee instant data across all accounts.
- Reliability & limits: Triggering lots of refreshes at once can hit provider limits and make refreshes fail more often, which is a worse experience overall.
- Security & MFA: Some feeds require multi‑factor authentication or a specific user to refresh, which can’t safely be handled by a single bulk action.
For now we’re focusing on keeping per‑account refresh reliable and clear in the new homepage banking widget, and we’ll keep tracking interest in bulk refresh for future planning.
Roger Gimson
supported this idea
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All the main banks in the UK are required to support Open Banking feeds and Xero (UK) Limited is listed on the openbanking.org.uk website as also supporting such feeds. These feeds support updates of transactions at any time, not just once per working day.
So why does Xero not use Open Banking for the feed from the Co-operative Bank?