Bank Feed
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StewardAccess:Super AdminFinance Admin
Getting Here
Navigation: Steward → Bank Feed
Overview
The Bank Feed page connects your church bank accounts and automatically syncs incoming transactions for reconciliation. Bank transactions are auto-matched to SanctuaryOS deposits by amount and date proximity. Unmatched transactions can be manually assigned, and the overall match rate is displayed in the dashboard. This streamlines the reconciliation process and reduces manual data entry.
Fields & Controls
Dashboard KPIs
| Field | Type | Description |
|---|---|---|
| Total Connections | Number | Number of active bank account connections. |
| Total Transactions | Number | Total bank transactions synced. |
| Unmatched Count | Number | Bank transactions not yet matched to a deposit. |
| Auto-Matched Count | Number | Transactions automatically matched by amount and date. |
| Manual Matched Count | Number | Transactions manually matched by a user. |
| Auto-Match Rate | Percentage | Percentage of transactions automatically matched. |
| Monthly Count | Number | Transactions synced in the current month. |
| Last Sync | DateTime | Timestamp of the most recent bank sync. |
Bank Connections
| Field | Type | Description |
|---|---|---|
| Institution Name | Text | Name of the bank (e.g., "TD Canada Trust", "RBC Royal Bank"). |
| Account Name | Text | Account name as configured in the bank. |
| Account Mask | Text | Last 4 digits of the account number for identification. |
| Last Sync | DateTime | When this connection was last synced. |
| Is Active | Boolean | Whether the connection is currently active and syncing. |
| Linked Bank Account | Text | The SanctuaryOS bank account this connection feeds into. |
Bank Transactions
| Field | Type | Description |
|---|---|---|
| Date | Date | Transaction date from the bank. |
| Amount | Currency (CAD) | Transaction amount. |
| Description | Text | Transaction description from the bank statement. |
| Bank Reference | Text | Bank reference number if available. |
| Match Status | Badge | Unmatched (red), Auto-matched (green), or Manual match (blue). |
| Matched Deposit | Link | If matched, shows the deposit number with a link to the deposit detail. |
| Suggestions | List | For unmatched transactions, shows potential deposit matches with amount difference and date proximity. |
Actions
Connect a Bank Account
- Click “Add Connection”
- Select your bank institution
- Authenticate with your bank credentials (handled securely via a banking aggregator)
- Select the account to connect
- Link it to an existing SanctuaryOS bank account
- Transactions begin syncing automatically
Manually Match a Transaction
- Find an unmatched bank transaction
- Review the suggested deposit matches (shown by amount and date proximity)
- Click a suggestion to accept the match, or search for a different deposit
- The transaction status changes to “Manual match”
Sync Transactions
- Click the sync button on a bank connection
- New transactions are pulled from the bank
- Auto-matching runs on the new transactions
- The Last Sync timestamp updates