Bank feeds connect your Dext account directly to your bank via Plaid, automatically importing transactions so you don't need to upload statements manually. The connection is handled securely by Plaid, a trusted third-party provider.
Before you start
Before setting up a Bank feed, check the following:
Only Admin users can set up and manage Bank feeds. Accountants and bookkeepers accessing a client account act as Admins by default.
Bank feeds are only available in the UK, France, and North America. There's no additional cost to use them.
If you've connected accounting software to Dext, bank transactions from your accounting software are already available in Bank > Transactions — you may not need a Bank feed for accounts already synced through your software.
Connect a bank feed
To connect a bank feed in Dext, go to Bank > Accounts and select Add bank account. The connection is made through Plaid.
Go to Bank > Accounts in the sidebar.
Select Add bank account.
Choose Connect to bank, then select Continue.
Review the data access summary, then select Continue to Plaid.
Review Plaid's summary, then select Continue.
Choose your bank from the list.
Scan the QR code or select Go to your bank website, then follow the steps to log in and authorise the connection.
Once connected, the account appears on the Bank accounts page with Bank feed shown in the Source column.
Note: Bank feeds import individual transaction data only — they don't pull in full bank statements. To upload statements instead, go to How to upload bank statements in Dext.
Syncing timelines and historical data
When you first connect a Bank feed, Dext imports the last 30 days of transactions immediately. If your bank permits it, Dext can also fetch up to 2 years of historical data.
After the initial sync, transactions continue to import automatically. The exact timing depends on your bank's data refresh schedule.
Feed expiry and renewals
Bank feed connections expire depending on your region:
EU connections expire after 180 days
UK connections expire after 90 days
US connections generally don't have an automatic expiry
When your feed is nearing expiration, Dext will notify you. To renew it:
Go to Bank > Accounts.
Select the current feed status.
Select Renew connection and follow the connection steps again.
'Login Credentials Changed' error
The 'Login Credentials Changed' error usually appears when your online banking login credentials have changed, or there's a temporary issue with your bank's online service.
To fix it:
Hover over the To review status next to the connection.
Select Resolve error, then follow the steps provided.
If the option isn't available or the error persists, contact Dext support.
View your transactions
Transactions imported via a Bank feed appear in Bank > Transactions, alongside any transactions from uploaded bank statements or your accounting software. For full details on viewing, searching, filtering, and exporting, go to How to view and export bank transactions in Dext.
Sub-account details
Some banks allow a more detailed view, showing which card within a multi-card bank account was used for a transaction. This information appears in the Sub-account column on the Bank > Transactions page.
To enable the Sub-account column:
Go to Bank > Transactions.
Select the Table settings icon (⚙).
Select Sub-account, then select Apply.
Note: Sub-account data is sent from your bank to Plaid, then passed to Dext. Not all banks or account types support this feature.
Enable Bank feed notifications
To receive alerts when a Bank feed expires or encounters an error, enable notifications in your user settings.
Select your Profile icon in the top right.
Go to User settings.
In the Bookkeeping email notifications section, enable the Bank feeds toggle.
