All Collections
Bank Feeds & Open Banking
Allocating & transferring transactions
Why can't I access the bank feed my co-owner set up to allocate for our shared property?
Why can't I access the bank feed my co-owner set up to allocate for our shared property?
Updated over a week ago

Unfortunately due to Open Banking regulations we can't share bank account feeds across multiple TaxTank accounts. When your co-owner sets up the shared property, they manage the bank feeds and transactions for the property so there is no double up.

If it's a shared bank account and you need to allocate other transactions in your TaxTank account, then you can add the bank feed to your account and allocate the transactions related to your co-owner and shared property as personal transactions. The below article goes into details on how to do this.

Did this answer your question?