Adding another online account
I currently download transactions for 4 accounts at my bank and want to add a fifth. I forget how to set up an account to download transactions.
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Bob on 07 Apr, 2016 06:54 PM
I currently download transactions for 4 accounts at my bank and want to add a fifth. I forget how to set up an account to download transactions.
2 Posted by -Kevin N. on 07 Apr, 2016 06:55 PM
Hi Bob,
While viewing the register for the account in question, from the Menu bar, go to Online > Set Up Online Banking.
In the resulting window, click 'New Connection' even though your financial institution is likely already listed in the drop-down box.
Follow the prompts. Take your time. Make sure to map the account to the correct account number provided by your financial institution.
HTH -Kevin N.
System closed this discussion on 07 Jul, 2016 07:00 PM.