cannot get savings account correctly

Michael Snyder's Avatar

Michael Snyder

29 Jul, 2019 09:38 PM

I have to manually download a .qfx file and import it. The checking part is correct but the savings account connected to it shows nothing. That side of the account is empty. any suggestions?

  1. 1 Posted by dwg on 29 Jul, 2019 09:58 PM

    dwg's Avatar

    I'm a fellow user.

    It is not clear but I expect there are really two accounts here.

    Unless there are transfers between the accounts I would not expect a single download to place transactions in both accounts.

    Linked Chequing and savings accounts are quite common but the linking is from what I have seen as a product offering with various benefits, not in how the accounts are handled within the banking systems. I would still expect them to be largely managed as separate accounts and thus would expect there to be separate OFX downloads for each account.

  2. System closed this discussion on 28 Oct, 2019 10:00 PM.

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