Get the latest bank transactions

Sync one account

1. Open Bank in the menu of Accounting, then Accounts.
2. Click the actions button (⋮) of the account, then Sync.

Skileo asks your bank for the new transactions and the balance. The line then shows the new Balance and the date of the sync.

Sync every account

1. Open Bank, then Transactions.
2. Click Sync transactions.

Skileo syncs each connected account. Accounts added by hand are skipped: they have no transactions.

You can also sync while you match an invoice: the window Match transaction to invoice has a Sync new transactions button.

Sync when you want the latest transactions, for example before you match your invoices.

When a sync fails

If some accounts can’t be synced, the window You need to reconnect your bank account lists them. Their connection has ended, usually because your consent at the bank has expired.

1. Click Go to Bank Accounts.
2. Click Reconnect in the account’s menu and give your consent again. See Connect a bank account.

Good to know

• In some countries, an account can be synced once a day. A second sync the same day is refused with a message: try again tomorrow.
• A transaction you deleted is never fetched again, even if your bank still has it. Restore it from the Trash if you deleted it by mistake.
• Skileo fetches money in and money out. Money out shows with a minus sign.

Common questions