USAA

J. Kenneth's Avatar

J. Kenneth

18 Aug, 2022 04:36 PM

have you figured out a simpler way to download USAA transactions? Watch as listed is a real pain especially

  1. 1 Posted by rdmyers.42 on 18 Aug, 2022 08:41 PM

    rdmyers.42's Avatar

    That is the only and reliable way to the OFX downloads to work

    On 8/18/22 12:38, J. Kenneth wrote:

  2. 2 Posted by dtd on 18 Aug, 2022 10:39 PM

    dtd's Avatar

    just a user
    I'm sorry, but neither of these messages make much sense to me.

  3. 3 Posted by ken on 18 Aug, 2022 10:40 PM

    ken's Avatar

    OK , really wish there had been an easier way to do this.
    I'll try it but I have 12 accounts with USAA
    thank you

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

  4. 4 Posted by dtd on 18 Aug, 2022 10:43 PM

    dtd's Avatar

    I have about six - are you trying to use MD+ or OFX? The real issue is linking the right accounts together, as I'm sure you know. With OFX, you get a list of accounts and it should be fairly easy to link.

    With MD+, you probably need to go set nicknames to the accounts within USAA so that you get some indication of which ones to link to which accounts.

    Hope that helps.

  5. 5 Posted by dtd on 18 Aug, 2022 10:45 PM

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    One other issue is that USAA will often show a credit card number that you don't recognize - probably a security precaution, but that's where setting up nicknames will help indicate which account that is.

  6. 6 Posted by dtd on 18 Aug, 2022 10:47 PM

    dtd's Avatar

    Another way to do this is to set up a brand new database, and create Account 1, Account 2, etc. and just do a blind link if you can't figure out some of them. The downloaded transactions should indicate which are which. And yes, in this case, take notes.

  7. 7 Posted by ken on 19 Aug, 2022 12:35 AM

    ken's Avatar

    Thank you

    Ken Hilbun
    Office: 765-474-8204<tel:765-474-8204>
    Cell: 765-427-5500<tel:765-427-5500>
    Fax: 765-609-8031<tel:765-609-8031>
    ________________________________

  8. Maddy closed this discussion on 19 Aug, 2022 12:13 PM.

  9. ken re-opened this discussion on 19 Aug, 2022 12:46 PM

  10. 8 Posted by ken on 19 Aug, 2022 12:46 PM

    ken's Avatar

    I don't know what type of format this using I just want to be able to use Moneydance tell to go download my transaction from USA and it do it

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

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