Cannot download reserve line or HELOC or credit line data from US Bank

open2ningz's Avatar

open2ningz

30 Nov, 2009 12:24 AM

I can download data from my checking account. I have a reserve line (overdraft protection) that I need to download as well. When I create the account I pick that it is either a CREDIT CARD or a LOAN. When I download the transaction information it asks which account this is associated with and only offers the other credit cards I have BUT NOT THE CHECKING ACCOUNT. If I create the account as a BANK ACCOUNT then it downloads all of my checking account transactions but not the reserve line information. If I go ahead and pick one of those credit cards it will pull the information into that account. There appears to be no way to make it pull the information into the correct account. Some where I saw there are instructions for moving register entries....I will have to do this. This is a squirrelly issue and before someone fires off that you just have to do "blah blah" please ensure you know what you are talking about, because it isn't that simple. And it is @#$#@$^ frustrating.

Summary: I cannot download transactions into the account from which I start the download. Below is a file showing the account I am in in the first screenshot and then the accounts that I am allowed to download the transactions into.

  1. Angie Rauscher closed this discussion on 24 Jul, 2011 07:04 PM.

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