Sage Bank Feeds Connection Error Fix

Start by refreshing your bank authentication credentials:

1. Open Sage and navigate to Banking → Bank Feeds
2. Select the bank account showing connection error
3. Click "Reconnect" or "Re-authenticate Bank"
4. Enter your current online banking username and password
5. Complete any multi-factor authentication (MFA) if required
6. Wait for connection confirmation message

Verify if the issue is with your bank's service:

1. Check your bank's website for service announcements
2. Verify you can log in to online banking directly
3. Look for maintenance windows or known outages
4. Check Sage's bank feed status page for known issues
5. If bank is down, wait and retry in 30-60 minutes

101: Invalid credentials - Re-authenticate required
102: Bank temporarily unavailable - Retry later
103: Account locked - Contact bank
185: Terms & conditions update - Accept in online banking
OL-301: Connection timeout - Check internet connection

Incorrect category mappings can cause import failures or duplicate entries:

1. Go to Bank Feeds → Settings or Mapping Rules
2. Review auto-categorization rules for each transaction type
3. Ensure categories map to valid nominal codes in your chart of accounts
4. Check for rules that might cause duplicate categorization
5. Update or delete incorrect mapping rules
6. Test by importing a small batch of transactions

Prevent and remove duplicate entries from bank feeds:

1. Before accepting imported transactions, check for duplicates
2. Compare feed transactions with existing bank entries in Sage
3. Use "Match" feature to link feed items to existing entries instead of creating new ones
4. Uncheck duplicates before clicking "Accept" or "Import"
5. If duplicates already imported, void or delete the duplicate entries
6. Adjust matching rules to prevent future duplicates

Address transactions that don't appear in bank feed:

1. Verify date range for bank feed import
2. Check if transaction date falls outside import window
3. Manually enter missing transactions if they won't import
4. Verify bank feed is set to import all transaction types (deposits, withdrawals, transfers)
5. Check bank account filter settings aren't excluding certain transactions

If problems persist, completely reset the bank feed connection:

1. Go to Bank Feeds → Manage Feeds
2. Select problematic bank account
3. Click "Disconnect" or "Remove Feed"
4. Confirm disconnection
5. Click "Add Bank Feed" or "Connect New Feed"
6. Search for your bank and complete authentication
7. Set import start date to avoid duplicating historical transactions