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Trouble Syncing Bank Accounts

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David Oelker

02 Dec, 2023 10:18 PM

Hello. I have a checking account and 3 savings accounts. My checking and 1 of the savings accounts synced, but I can't figure out how to sync the other 2 savings accounts. Can you please tell me how to do this?

1. Support Staff 1 Posted by Ethan on 03 Dec, 2023 02:24 AM

   

   Hello,

   In general you should be able to repeat the same process. Can you clarify the method you are using to download your data, and which banks you are trying to connect with? Are you getting any error messages, and if so what are they?

   Ethan
   Infinite Kind Support

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2. 2 Posted by David Oelker on 03 Dec, 2023 08:34 PM

   

   Ethan,

    

   Actually, I probably shouldn’t have used the word “sync”. What I am trying to do is download my accounts. My checking account and one of my savings accounts downloaded just fine, but I have two other savings accounts (same bank) that won’t download. The accounts are listed in the  accounts setup menu, but they won’t download.

    

    

   I’m sure this is something simple to fix, but I can’t figure it out. Can you help?

    

   David

    

   From: Ethan
   Sent: Saturday, December 2, 2023 9:24 PM
   To: [email blocked]
   Subject: Re: Trouble Syncing Bank Accounts [Online Banking #1247617]

    

   // Please reply above this line ================================================== From: Ethan (Support staff) Hello, In general you should be able to repeat the same process. Can you clarify the method you are using to download your data, and which banks you are trying to connect with? Are you getting any error messages, and if so what are they? Ethan Infinite Kind Support On Sat, Dec 02 at 02:18 PM PST, David Oelker wrote: Hello. I have a checking account and 3 savings accounts. My checking and 1 of the savings accounts synced, but I can't figure out how to sync the other 2 savings accounts. Can you please tell me how to do this?

   Having trouble reading this? View this discussion online: Trouble Syncing Bank Accounts. Reply with #ignore to stop receiving notifications for this discussion.

    

    

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3. System closed this discussion on 03 Mar, 2024 08:40 PM.