This article will guide you through how to connecting your ANZ bank account/s with Solo and how to troubleshoot common connection issues.
ANZ uses the official open banking bank feeds for connecting your bank account. Solo connects with ANZ via Akahu, a registered open banking provider.
In this article:
Before you connect:
You must have the ANZ goMoney mobile app installed on your phone.
You must be able to access the account/s you want to connect via your personal ANZ login, rather than a business login.
If your business or trust account is not linked to your personal ANZ account, you need to call ANZ and complete their "Customer Select" process (see this guide). It only takes a minute.
For credit card accounts, you must be a primary account holder rather than an additional cardholder.
KiwiSaver, managed fund, and FX accounts are unable to be connected
Connecting via the Solo website
When connecting ANZ from the Solo desktop app you will also need your mobile phone. To connect ANZ:
Go to Bank feeds in the main menu.
Click Ok, let's go.
Select ANZ from the list of available banks. You will now be redirected to Akahu to begin the connection process.
Click Continue.
Click Continue (you will need access to the email address you use to connect).
Enter the code that was emailed to you.
Open the camera app on your phone and scan the QR code. Open the link in your mobile web browser.
On your phone, tap Continue. You will be redirected to the ANZ goMoney app. Do not close the browser window on your other device.
Tap Select accounts to share.
Select the accounts you want to connect with Solo.
Tap Approve.
On the Solo desktop app, click Continue.
Select the accounts you want to sync transactions for and set the date to begin syncing transactions from. The sync date should be the start of the tax year (1 April) or, if you already have transactions in Solo, the date of your most recent transaction in Solo. Click Connect accounts.
That's it. Your transactions will now be synced with Solo twice daily, first between 11am - 12pm and again between 4-5pm. It can take a minutes for your transactions to first appear in the Income and Expenses pages.
š± Connecting via the Solo mobile app
To connect ANZ from the Solo mobile app:
Go to More in the main navigation.
Tap Bank Feed in the menu.
Tap Ok, let's go.
Select ANZ from the list of available banks.
Tap Continue.
Tap Continue (you will need access to the email address).
Enter the code that was emailed to you.
Tap Continue. You will be redirected to the ANZ goMoney app.
Tap Select accounts to share.
Select the accounts you want to connect with Solo.
Tap Approve. You will be redirected back to Solo.
Select the accounts you want to sync transactions for and set the date to begin syncing transactions from. The sync date should be the start of the tax year (1 April) or, if you already have transactions in Solo, the date of your most recent transaction in Solo. Tap Connect accounts.
That's it. Your transactions will now be synced with Solo twice daily, first between 11am - 12pm and again between 4-5pm. It can take a minutes for your transactions to first appear in the Income and Expenses screens.
Common issues
There are three common issues that can happen when connecting with ANZ:
You see an error screen when being redirected to the ANZ goMoney app.
This usually means you're logged into your ANZ goMoney app with your business login rather an an personal login. You must be able to access the account/s you want to connect via your personal ANZ login.
If your business or trust account is not linked to your personal ANZ account, you need to call ANZ and complete their "Customer Select" process (see this guide). It only takes a minute.
You are redirected to this screen:
You were redirected to a webpage showing a QR code from ANZ.
Make sure that you have ANZ's goMoney mobile app installed on your phone.
Make sure you scanned the Akahu QR code with your phone default camera app.
If you're still landing at this ANZ page, it's likely because you're using a Samsung or Edge internet browser on your phone. If so, you can navigate to ANZ by tapping the small ANZ icon next to the browser URL bar. If you'd like to make this the default behaviour on your device, see instructions here for Samsung and Edge.
If you're still unable to connect your ANZ account, please reach out us via the in-app chat and we will assist you.