USAA
have you figured out a simpler way to download USAA transactions? Watch as listed is a real pain especially
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1 Posted by rdmyers.42 on 18 Aug, 2022 08:41 PM
That is the only and reliable way to the OFX downloads to work
On 8/18/22 12:38, J. Kenneth wrote:
2 Posted by dtd on 18 Aug, 2022 10:39 PM
just a user
I'm sorry, but neither of these messages make much sense to me.
3 Posted by ken on 18 Aug, 2022 10:40 PM
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 Posted by dtd on 18 Aug, 2022 10:43 PM
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 Posted by dtd on 18 Aug, 2022 10:45 PM
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 Posted by dtd on 18 Aug, 2022 10:47 PM
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 Posted by ken on 19 Aug, 2022 12:35 AM
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>
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Maddy closed this discussion on 19 Aug, 2022 12:13 PM.
ken re-opened this discussion on 19 Aug, 2022 12:46 PM
8 Posted by ken on 19 Aug, 2022 12:46 PM
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
System closed this discussion on 18 Nov, 2022 12:50 PM.