Unable to update register of transactions for expenditures after March 05, 2019

Gordon Friberg's Avatar

Gordon Friberg

22 Mar, 2019 09:09 PM

How do I get the program to recognize and download expenditures after a particular date? (March 5, 2019)

  1. 1 Posted by dwg on 22 Mar, 2019 10:29 PM

    dwg's Avatar

    I'm a fellow user.

    If you are talking about using Direct Connect to automatically download transactions any and all available transactions are downloaded with duplicated transactions discarded due to unique transaction IDs being used.

    If you are talking about manually downloaded transactions after a specific date you wold normally have to use filter tools the bank provides (if any) to restrict the transactions downloaded.

  2. System closed this discussion on 21 Jun, 2019 10:30 PM.

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