downloading transactions

Robert Weiss's Avatar

Robert Weiss

28 Jan, 2023 06:49 PM

Do I need to purchase this product before I can download from my bank? I am in trial mode and it will not connect to my bank

  1. 1 Posted by dwg on 28 Jan, 2023 08:43 PM

    dwg's Avatar

    No in trial mode the software is fully functional so you can try out downloads.

    You need to provide information about your attempts to connecting to the bank, e.g method used, bank name, error messages etc.

  2. Support Staff 2 Posted by Ethan on 29 Jan, 2023 10:17 PM

    Ethan's Avatar


    The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank.

    If it's not working, I agree more details would be helpful, like how far you are getting up in the setup process, which bank you are having trouble with, the error messages you are receiving, etc.

    Infinite Kind Support

  3. 3 Posted by Robert Weiss on 29 Jan, 2023 10:28 PM

    Robert Weiss's Avatar

    On Sun, Jan 29, 2023, 17:18 Ethan <[email blocked]> wrote:

    > Hello, I use USAA for my bank. I went to the download set up, it asked
    > which account I wanted to use, then clicked next. Then it asked for
    > routing and account number. It would not let me click on the online banking
    > box or the update account box. I clicked next and the pop-up box went away
    > and nothing happened. Now there is a download update button in the online
    > drop-down, but when I click on it I get the above mentioned routing and
    > account box.
    Thanks for your help

  4. 4 Posted by dtd on 29 Jan, 2023 10:35 PM

    dtd's Avatar

    just a user

    USAA changed things a lot in January 2021, and messed up the OFX download for most financial software. It was fixed a couple of months later, but needs that fix to make it work properly. You can do this with the trial version you have.

    Check out this knowledgebase thread for how to make USAA work again; it is a one time fix.

  5. 5 Posted by dtd on 29 Jan, 2023 10:43 PM

    dtd's Avatar

    just a user

    I note that these instructions were written in late 2021, and the Toolbox has had a few updates since then, you might find that Advanced Mode is now Update mode, and the boxes you are supposed to click might be a bit different. If you can't figure out what has changed, feel free to ask here.

  6. System closed this discussion on 30 Apr, 2023 10:50 PM.

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