how do you set up a bank download?

Ron's Avatar


19 Dec, 2015 02:56 PM

I guess step by step instructions are not included... Do you only take Quicken formats? what about CSV?

  1. 1 Posted by Tom Freeman on 21 Dec, 2015 12:59 AM

    Tom Freeman's Avatar

    There is an online banking section in our knowledge base (FAQ's) as well as a user's guide.

    Please find that here:

    If you have an issue after following the steps outlined please let us know and list the specific steps you have followed.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 21 Mar, 2016 01:00 AM.

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