Downloading transactions

Rick's Avatar


09 Jun, 2023 11:44 PM

Unable to download transactions from my financial institutions. Are there specific steps one has to follow? Thanks

  1. 1 Posted by dwg on 10 Jun, 2023 12:00 AM

    dwg's Avatar

    I'm a fellow user.

    You will need to provide us with more background information for us to understand the problem you have, for example

    1. What method are you using?
       - Direct Connect
       - Moneydance +
       - file downloads - what file format?

    2. What is your process, how far have you got in the setup?

    3. What Error messages are you getting.

    4. What institution is it.

  2. 2 Posted by Richard Morrow on 10 Jun, 2023 12:25 AM

    Richard Morrow's Avatar

    I was able to connect one account; I think there may be an issue with the
    bank accounts. The problem seems to be on my side here. Thanks

    On Fri, Jun 9, 2023 at 8:00 PM dwg <[email blocked]> wrote:

  3. System closed this discussion on 09 Sep, 2023 12:30 AM.

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