Overview:
- Learn to add your bank account to your Wiise bank feed
Note: Only a Business Manager role or Accountant role can see the Wiise Bank Feeds panel on the Wiise landing page to add new bank accounts.
Why add a bank account to your bank feeds in Wiise?
Add a bank account to your Wiise bank feeds to automatically import your financial transactions into Wiise instead of manually downloading and uploading files into Wiise from your online banking.
Note: See the list of New Zealand supported banks for direct bank feeds.
How to add a new bank account to your bank feeds in Wiise?
- Select Add a bank account on the Wiise Bank Feeds panel on your Wiise landing page.
Note: When you’ve enabled bank feed features, the bank feeds show enabled on your Wiise Bank Feeds panel. - The Wiise Privacy Policy: New Zealand page displays. Read the privacy policy and scroll down to the bottom of the page. The Accept button is greyed out.
- A list of popular banks is displayed. If unsure, you can search for your bank using the search functionality.
- Select the bank and use your online banking username and password to login.
- Select the Submit button when you’re done. This will log you into your bank account.
Note: If you’ve forgotten your password, you can request a password reset. - You’ll get a SUCCESS message display after you’ve successfully logged in.
- If multiple accounts are added, select enable all accounts. Otherwise, select each account individually. Then, select Connect bank feed.
- Your connected bank feeds will be added to the Wiise Bank Feeds panel in your Wiise landing page.
Note: A message displays if your bank feeds are not linked to a bank account card. You’ll need to link the connected bank feeds from the Linked Bank Accounts page.
What’s next?
If you’ve disabled an existing bank feed, learn how to re-enable it.
Need more help?
No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.