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Bank connections

What it connects​

Bank connections use Enable Banking to bring live PSD2 bank feeds into Igdrasil. Connect one or more bank consents, map each returned account, and keep scheduled sync running for reconciliation.

What Igdrasil imports​

  • Imports bank accounts and transactions from authorized Enable Banking consents.
  • Schedules recurring transaction sync.
  • Feeds bank matching and reconciliation workflows.
  • Shows how far each connection has synced (synced-through date) on Bank Transactions and connection status views.

Requirements​

Have access to the bank account and be ready to complete the bank consent flow. Decide whether each connected bank account should map onto an existing Igdrasil bank account or stay as a separate account.

Connect steps​

  1. Open Integrations from the Workspace group.
  2. Select Bank connections (Enable Banking).
  3. Choose the country and bank, then start the consent flow.
  4. Authorize the account in the bank interface.
  5. Return to Igdrasil and confirm the connection.
  6. Map every returned account before relying on reconciliation:
    • Map to account points the feed at an existing Igdrasil bank account.
    • Keep as separate account creates or keeps a dedicated feed account.
  7. Confirm scheduled sync is active.

First checks​

Open Bank Transactions and confirm the account, latest transactions, dates, and balances match the bank. Check the synced-through indicator so you know how current the feed is.

Daily use​

Let scheduled sync keep transactions fresh, then review matches from Bank Transactions. Use Inbox when a transaction needs a new accounting draft, and Bookkeeping for posted-ledger follow-up.

Troubleshooting​

If transactions stop updating, use Reconnect when consent has expired or been revoked, then rerun sync for the affected connection. If sync reports no active accounts, reconnect the bank so accounts are returned again. If reconciliation looks wrong, confirm every account on the connection is mapped before matching.

Disconnect and data handling​

Disconnecting stops future bank imports. Previously imported transactions remain available for matching and audit review.