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Bank feeds via Plaid - does this includes current balance?


kgarvey29
Jr Varsity III
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I’d love to be able to access current bank account balances via the bank feeds functionality for use in a dashboard. Is this information pulled and available?

Best answer by AmandaLowe33

Currently Acumatica imports transaction using bank feed from Plaid.  Import Bank transactions, unfortunately bank balances are not a transaction. 

You could add a product idea.  Ideas | Community (acumatica.com)

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2 replies

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  • Freshman I
  • 35 replies
  • March 8, 2024

Great question.  Hope someone has an answer.

I’m always frustrated when $50/month QBO has a feature that Acumatica doesn’t match.

 


AmandaLowe33
Acumatica Employee
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  • Acumatica Employee
  • 15 replies
  • Answer
  • May 30, 2024

Currently Acumatica imports transaction using bank feed from Plaid.  Import Bank transactions, unfortunately bank balances are not a transaction. 

You could add a product idea.  Ideas | Community (acumatica.com)


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