Open Banking lets QuickFile import your bank transactions automatically, without you sharing your bank login details with us. This guide shows you how to connect your bank, link the feed to a bank account in QuickFile, import your first transactions, and keep the feed running.

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Before you start

• A bank account in QuickFile for the account you want to connect, with the right Bank Name set. Open the account’s statement, click Options > Settings, choose your bank in Bank Name and click Update Details.
• Bank feeds are part of a paid Bank Feed subscription. If your account doesn’t have one yet, QuickFile offers a free 14-day trial when you set up your first feed. One subscription covers all the banks in your QuickFile account.
• Your online or mobile banking login, so you can approve the connection on your bank’s website.
• Check that your bank is supported: Supported Open Banking feeds.

What is Open Banking?

Open Banking is a secure and convenient way to share your bank transactions, without trusting your bank login details to a third party. You can see a full list of supported banks and financial institutions here: Supported Open Banking feeds.

In a nutshell, Open Banking lets you:

• Set up a bank feed with one or more of the supported banks.
• Have your bank transactions import into QuickFile automatically once every 24 hours, and on demand.
• Bring in up to 21 days of past transactions when you first connect. For anything older, import a bank statement.
• Connect without sharing your login details: you connect to your bank from QuickFile and give consent for us to import your transactions for 90 days.
• Renew that consent every 90 days. We remind you before it expires.
• Give read-only access: QuickFile can’t make payments or take any action on your account.

You can find out more in What is Open Banking?. This guide covers setting up and maintaining a feed in your QuickFile account.

Setting up an Open Banking feed

Setting up a feed has three steps: connect your bank, link the feed to your bank account in QuickFile, then import your first transactions.

Before you connect, check the Bank Name on your QuickFile bank account (Options > Settings in the statement view). It makes the right account easy to pick when you link the feed.

Everything starts on the Open Banking page. In the top menu, go to Banking > Open Banking Feeds. This page lists all your connected banks and their accounts.

Step 1: Connect your bank

1. Go to Banking > Open Banking Feeds and click Connect a bank.

   

2. Type your bank’s name in the Quick search.. box, or scroll the list, then click your bank.

   

3. If your bank offers more than one type of login, choose the one you use. For example, NatWest shows NatWest Personal and NatWest Bankline.

   

4. QuickFile takes you to your bank’s website. Log in and complete your bank’s security checks. Each bank does this differently, for example with a code sent by text, your banking app or a card reader.

5. Tick the account(s) you want to share with QuickFile and confirm. On NatWest the button is Confirm connection for 1 account.

   

Your bank then sends you back to the Open Banking page in QuickFile, with a message that you have successfully connected your bank.

Step 2: Link your bank feed to your QuickFile bank account

When you come back from your bank, QuickFile opens the Link your Feeds window. Each account you shared is listed under Bank Feed.

1. In Mapped to, choose the QuickFile bank account this feed belongs to.

   

2. Click Confirm.

QuickFile shows the message “You have successfully mapped your bank accounts.” and the bank account now has an Active Feed badge.

Back on the Open Banking page, your bank shows how long is left on your consent, what it allows QuickFile to read, the linked QuickFile account and its Status.

Step 3: Import your first transactions

New transactions start importing automatically. To bring in transactions from the last few days or weeks as well, refresh the feed with an earlier start date.

1. Open the statement for the bank account (Banking > the account name), click Options and choose Refresh bank feed.

   

2. In Refresh From, pick the date to import from, then click Refresh.

   

QuickFile shows how many transactions it imported, for example “You successfully imported 6 transactions to your bank account.” They appear in the statement ready to tag.

Daily updates and manual refresh

Once your feed is linked, new transactions import automatically every night for the previous day. If you don’t want to wait, open the statement, click Options and choose Refresh bank feed at any time.

Which transactions came from the feed?

In the statement view, every imported transaction has a small cloud icon between the date and the reference. Hover over it to see when it was imported, for example “Imported from an Open Banking feed on 16/10/2026 at 14:20”.

Bank feed details and balance monitoring

To see the details of a feed, open the statement, click Options and choose Bank feed details. The Feed Details tab shows the bank, the account, when it was connected, when QuickFile last checked it (Last Polled On) and how far it has imported (Last Updated To). You can also Refresh or Remove Feed from here.

The Monitoring tab lets you compare the balance your bank reports with your QuickFile balance, and get an email when your balance goes above or below a limit. See Bank balance monitoring.

Deleting an import

If a refresh imported transactions you didn’t want, you can delete that import. Open the statement, click Options and choose View recent batch uploads. Feed imports show as Data Feed, and uploaded statements as imported files. Click Delete next to the import you want to remove.

See Reviewing and Deleting Batch Imports for more.

90 Day Consent Period

The Open Banking rules allow a Third Party Provider (such as QuickFile) access for a maximum of 90 days at a time. The Open Banking page shows how long is left (for example Expires in 90 days). We send an automatic reminder 7 days before your bank feed needs to be re-authorised, to the email address shown next to Send renewal reminders to on the Open Banking page.

Pending vs Booked Transactions

QuickFile only imports transactions that your bank returns with the status Booked. This keeps your QuickFile statement a true copy of your bank statement, without pending items that could still change or be cancelled. Most transactions are booked overnight, but some can take longer, depending on your bank and the type of transaction.

Revoking Access to your Bank

You can revoke the access you’ve given QuickFile at any time. Go to Banking > Open Banking Feeds and click Revoke next to the bank, or remove the access in your bank’s online or mobile banking.

Troubleshooting

After approving the connection, my bank sent me to the QuickFile home page, or the Link your Feeds window didn’t appear

The bank didn’t return the connection to QuickFile correctly, so the feed wasn’t set up. Go to Banking > Open Banking Feeds and connect the bank again. If it keeps happening, let us know in the Community forum.

The Open Banking page shows Status OK but Linked Account says Not linked

The connection worked but isn’t linked to a QuickFile bank account yet. Open that account’s statement, click Options and choose Activate bank feed.

No transactions have imported after a few days

Check the feed’s Last Polled On date in Bank feed details. If nothing has imported after a few days, revoke the feed and set it up again so your bank gives a fresh authorisation.

A transaction I can see in my online banking isn’t in QuickFile

It may still be pending. QuickFile only imports Booked transactions, so it appears once your bank has booked it. You can also try Refresh bank feed.

A payment appears twice

This can happen if you logged a payment by hand and the feed then imported it. See Manual invoice payments and bank feeds.

Related videos

Short videos from the QuickFile Help Guides YouTube channel:

Related topics

New to Open Banking? Start with What is Open Banking? for how it works and why it’s safe.

• What is Open Banking?: How Open Banking works, what you agree to share, and why QuickFile can’t make payments.
• Importing your bank statement: Upload a CSV, OFX, QBO or QIF file from your bank for transactions older than the feed provides.
• Supported Bank Feeds: Check which banks and challenger banks have a direct feed.
• Automated bank tagging rules: Tag imported transactions automatically with rules.
• Reconciling your bank: Check your QuickFile balance matches your bank statement.
• Bank balance monitoring: Get warned about balance differences and set balance alerts for a feed.
• Reviewing and Deleting Batch Imports: Find and undo a feed import or uploaded statement.