Downloading Credit card transactions

Pam's Avatar

Pam

14 Jun, 2021 04:04 PM

I got a new credit card to replace one that had been fraud used and I made a new account but I am unable to download my monthly statement to Moneydance. This credit card replaced an existing credit card from the same bank so I know the bank has no problem downloading to Moneydance. HELP!!

  1. 1 Posted by Stuart Beesley ... on 14 Jun, 2021 04:15 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    You have to click the new account on the left sidebar and use the online menu to run online setup. Select the existing bank profile and then hopefully you can link the new account to the new online account.

    Once this is done, click the old account on the left, run online setup and select disable on that link .

    (Not support, just a fellow user)

  2. Melissa closed this discussion on 01 Jul, 2021 03:40 PM.

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