When I connect ot Citizens Bank - not all accounts show up to link

MARK KILDUFF's Avatar

MARK KILDUFF

07 Jan, 2025 02:12 AM

I had this linked but recently as Nov 2024 , my personal accounts don't show up to link when I re-connect the bank. There's 4 total , only 2 business accounts are in the list to link

  1. Support Staff 1 Posted by Maddy on 07 Jan, 2025 10:20 AM

    Maddy's Avatar

    Hi Mark,
    We are sorry to hear about the problem you have encountered.

    If you had them linked in the past, I believe the local accounts exist within Moneydance and they show in the left side bar. If this is correct, then I would suggest navigating to the bank's website to check that your accounts are individually enabled for third party access and they do not require a one-time authorization password, for instance.

    Lastly, you should also ensure that your accounts are assigned as described in this article.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

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