tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/23417-usaaInfinite Kind: Discussion 2022-11-18T12:50:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T20:41:07Z2022-08-18T20:41:07ZUSAA<div><p>That is the only and reliable way to the OFX downloads to work</p>
<p>On 8/18/22 12:38, J. Kenneth wrote:</p></div>rdmyers.42tag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T22:39:42Z2022-08-18T22:39:42ZUSAA<div><p>just a user<br>
I'm sorry, but neither of these messages make much sense to me.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T22:40:26Z2022-08-18T22:40:27ZUSAA<div><p>OK , really wish there had been an easier way to do this.<br>
I'll try it but I have 12 accounts with USAA<br>
thank you</p>
<p>Ken Hilbun<br>
Office 765-474-8204<br>
Cell: 765-427-5500<br>
Fax: 765-609-8031</p></div>kentag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T22:43:23Z2022-08-18T22:43:23ZUSAA<div><p>I have about six - are you trying to use MD+ or OFX? The real issue is linking the right accounts together, as I'm sure you know. With OFX, you get a list of accounts and it should be fairly easy to link.</p>
<p>With MD+, you probably need to go set nicknames to the accounts within USAA so that you get some indication of which ones to link to which accounts.</p>
<p>Hope that helps.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T22:45:32Z2022-08-18T22:45:32ZUSAA<div><p>One other issue is that USAA will often show a credit card number that you don't recognize - probably a security precaution, but that's where setting up nicknames will help indicate which account that is.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-18T22:47:24Z2022-08-18T22:47:24ZUSAA<div><p>Another way to do this is to set up a brand new database, and create Account 1, Account 2, etc. and just do a blind link if you can't figure out some of them. The downloaded transactions should indicate which are which. And yes, in this case, take notes.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-19T00:35:11Z2022-08-19T00:35:11ZUSAA<div><p>Thank you</p>
<p>Ken Hilbun<br>
Office: 765-474-8204<a>tel:765-474-8204</a><br>
Cell: 765-427-5500<a>tel:765-427-5500</a><br>
Fax: 765-609-8031<a>tel:765-609-8031</a></p>
<hr></div>kentag:infinitekind.tenderapp.com,2009-01-14:Comment/553960222022-08-19T12:46:49Z2022-08-19T12:46:50ZUSAA<div><p>I don't know what type of format this using I just want to be able to use Moneydance tell to go download my transaction from USA and it do it</p>
<p>Ken Hilbun<br>
Office 765-474-8204<br>
Cell: 765-427-5500<br>
Fax: 765-609-8031</p></div>ken