Downloading transactions
Unable to download transactions from my financial institutions. Are there specific steps one has to follow? Thanks
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1 Posted by dwg on 10 Jun, 2023 12:00 AM
I'm a fellow user.
You will need to provide us with more background information for us to understand the problem you have, for example
1. What method are you using?
- Direct Connect
- Moneydance +
- file downloads - what file format?
2. What is your process, how far have you got in the setup?
3. What Error messages are you getting.
4. What institution is it.
2 Posted by Richard Morrow on 10 Jun, 2023 12:25 AM
I was able to connect one account; I think there may be an issue with the
bank accounts. The problem seems to be on my side here. Thanks
On Fri, Jun 9, 2023 at 8:00 PM dwg <[email blocked]> wrote:
System closed this discussion on 09 Sep, 2023 12:30 AM.