What if my bank account is unsupported?
Last updated 28 December 2019
If you have an account that is not supported by untied, you will need to add manual transactions.
For example, you make monthly gift aid donations to Crisis of £10 a month from PayPal.
Our suggestion would be:
Total up the value of transactions in a category (£120 in this example)
Click on the floating plus button
Add a manual "money in" or "money out" on one date in the tax year, entering information in the description (we tend to use 31 March for the yearly totals).
If you have back up information eg a copy of your Excel calculation, add it as a receipt/evidence so you have it if needed. You may need to click on advanced to get to this screen.
More information on why some accounts are unsupported
untied supports bank and other accounts that use Open Banking.
Open Banking is a new and regulated way for you to give permission for banks to share certain information with services like untied without disclosing your log in details to us.
Because each bank has their own way of doing this, we work with partners which are aggregators. Effectively they create a secure tunnel for us to bring in your data from your account. In some cases where we think it is better for you, we will integrate directly with the bank.
However, not all accounts or banks are yet supported. If they're not, the chances are that it's being worked on at the bank / our aggregators ... but in the meantime:
- Follow the manual steps above
- Let us know which accounts you'd like to have added and we'll give everyone the appropriate nudges!
Examples of accounts that are currently unsupported
- Some bank or card accounts (including non UK accounts)
- PayPal accounts
- Investment accounts
If you're unhappy that more accounts are not supported, so are we! That's why we lobby to have more open financial data!