Online account issue
I have both a checking and a savings account with Wells Fargo. I cannot figure our how to get both to download transactions automatically. When I go through online setup, I have to choose either checking or savings to download. Is there a way to get both working?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by -Kevin N. on 28 Mar, 2015 01:46 PM
Hi djvargo,
Try this...
Open Moneydance to the W.F. savings account.
Run the online banking set up routine.
Click the 'New Connection' button - even though W.F. may already be in the Financial Institutions drop-down list.
Follow the rest of the prompts to set up the savings account.
When you're done running the online banking routine for the savings account you should follow the same steps for the checking account.
Open the register for the W.F. checking account.
Run the online banking set up routine.
Click the 'New Connection' button - even though W.F. may already be in the Financial Institutions drop-down list.
Follow the rest of the prompts to set up the checking account.
Take your time. Make sure to map each W.F. account to the proper account in Moneydance.
HTH -Kevin N.
System closed this discussion on 19 Mar, 2016 04:55 AM.