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Open Banking & KashFlow

Open Banking; Important Information

  • New EU requirements for the banking industry are coming into effect on 14th September 2019.
  • This will affect all of KashFlow’s UK Banks connected via Yodlee.

As a result, starting from the 12th September, some bank feeds will be unavailable.

For most banks, the old method of bank feeds or “screen scraping” is being replaced by a more secure and reliable method of gathering finance data through Open Banking API’s.
We’re currently working to get this up and running as soon as possible, but if your bank is not ready, you will have to manually import transactions through a CSV until a feed becomes available.

Please see “Bank Status” below for a list of banks feeds which will be available in KashFlow in November 2019.


Bank Status

We’ve been working hard to bring Open Banking feeds to KashFlow and we’re happy to announce we expect them to arrive by the end of November. In the meantime, you will need to manually import your bank transactions into KashFlow through our Bank CSV upload and you can still make use of great features like matching rules and auto-assign

Allied Irish Bank (Ireland) – Bank
American Express Cards (global) (UK) – Credit Card
American Express Cards (UK)
Bank of Ireland (Ireland) – Bank
Bank of Ireland (Ireland) – Credit Card
Bank of Ireland (UK) – Bank
Bank of Scotland (Cust. without Token) (UK) – Credit Card
Bank of Scotland (UK) – Bank
Bank of Scotland (UK) – Credit Card
Bank of Scotland Business Banking (UK)
Barclaycard (Business) (UK) – Credit Card
Barclaycard (Business) New (UK) – Credit Card
Barclaycard (UK)
Barclays (UK) – Bank
BBVA Bank
Cahoot (UK) – Bank
Capital One (UK) – Credit Card
Cashplus Online Servicing (UK) – Bank
Cater Allen Business Banking (UK)
Cater Allen Personal Banking (UK)
Chelsea Building Society
Citibank (online.citibank.com) – Bank
Clydesdale Bank (UK) – Bank
CLYDESDALE BANK BUSINESS (UK) – Bank
Clydesdale Business Online (UK) – Bank
Coutts (UK) – Bank
Cumberland BS (UK) – Bank
Cumberland Building Society
Danske Bank
Deutsche Bank
First Direct (UK) – Bank
First Trust Bank
Halifax Online (UK) – Bank
Halifax Online (UK) – Credit Card
HSBC Bank (UK)
HSBC Bank (UK) – Bank
HSBC Bank (UK) – Credit Card
HSBC Business (UK) – Bank
HSBC Business (UK) – Credit Card
HSBC net (UK) – Bank
ING
Lloyds (UK) – Bank
Lloyds (UK) – Credit Card
Lloyds Business Banking (UK)
Lloyds Business Banking (UK) – Bank
Lloyds Business Banking (UK) – Credit Card
Marks and Spencer (UK) – Bank
Marks and Spencer (UK) – Credit Card
MBNA Business Credit Card (UK)
MBNA Credit Cards (UK)
Monzo
Nationwide Building Society (UK) – Bank
Nationwide Building Society (UK) – Credit Card
Natwest – Credit Cards (New Login) (UK)
NatWest Bank (Offshore Accounts)
NatWest Bank (UK)
NatWest Bank (UK) – Bank
NatWest Bank (UK) – Credit Card
NatWest Bank Business Bankline (UK)
NatWest Bank Business Bankline (UK) – Bank
Natwest Business Credit Card (UK)
Nordea
Opus Card (UK)
Revolut
Revolut Business
Royal Bank of Scotland (Cards Online) (UK) – Credit Card
Royal Bank of Scotland (England and Wales) (UK) – Bank
Royal Bank of Scotland (UK) – Bank
Royal Bank of Scotland Business Bankline (UK)
Royal Bank of Scotland Business Digital (UK) – Bank
Sainsbury’s Bank (UK) – Credit Card
Santander (UK) – Bank
Santander (UK) – Credit Card
Santander Business Banking (UK)
Santander Business Banking (UK) – Bank
Santander Corporate Banking (UK)
Smile Digital Banking (UK) – Bank
Starling Bank
Starling Personal Access
Tesco Bank (UK) – Bank
Tesco Bank (UK) – Credit Card
TSB (UK) – Credit Card
TSB Business Banking (UK)
Ulster Bank (Ireland) – Bank
Ulster Bank (UK) – Bank
Ulster Bank Business Banking (Ireland)
Ulster Business Bank (UK)
Yorkshire Bank (UK)
Yorkshire Bank (UK) – Bank

Manually importing bank transactions

To manually import your transactions you will need to:

  1. change the source of your bank
  2. and then follow these steps to import a bank CSV file

Bank Feed Cessation FAQ’s

I don’t use KashFlow automatic bank feeds, should I be concerned that it will affect other parts of the product?

No, the changes only affect automatic bank feeds

What happens if I import transactional bank data using a CSV file?

There will no change to this functionality

Why are the bank feeds being turned off in KashFlow?

Changes to the EU regulations, specifically PSD2, mean that bank feeds previously provided by Yodlee via KashFlow are no longer compliant. The aim of this directive is to provide new bank feeds that will improve and increase consumer protection.

What is going to happen to the existing KashFlow bank feeds after 14 September?

Automatic bank feeds provided by Yodlee will be turned off

What is the alternative to the existing bank feeds after 14 September?

To manually import your transactions you’ll first need to change the source of your bank and then follow these steps.

Will Kashflow have new bank feeds?

Yes, we are currently working on building direct bank feeds. These will be rolled out in November 2019. See ‘Bank Status‘ above for details of the banks covered.


Contact Support for further assistance

Click here to contact our support team or email support@kashflow.com.


 

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