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Update the bank download

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Len Ciarrocchi

03 Apr, 2025 03:42 AM

I downloaded my bank data for March 2025 That worked fine. How can I now go back and download previous months?

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1. Recreate Connection

   You may see an unexpected error when connecting to your bank using OFX Direct Connect.
   If this happens, you can try updating your bank connection settings.

   By following the steps below, you will disable the current connection to your bank.
   Then you'll recreate it to ensure you are using the most recent connection settings for your bank.
    

   • Select your bank account in the side bar.

   • Navigate to O...

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