downloaded trans

Richard's Avatar

Richard

15 Jun, 2024 07:52 PM

I have six accounts. my checking account always loads new downloaded trans at the bottom of the register, they used to load them at the top. I've looked in settings but can't find a setting to correct this. one of my CC accounts when I select online download a dialog box displays two lines of - Download from US Bank (US Bank PFM Direct Connect), I have to select on to download my trans, this doesn't happen with the other accounts.

How do I fix these problems.

  1. 1 Posted by sth on 15 Jun, 2024 10:39 PM

    sth's Avatar

    Click on the "Date" column in the register to sort by ascending or descending dates. New transactions will be more recent and loaded at the bottom for descending dates.

    If you have two different online setups it will ask which one you want to use. Either direct connect or plaid. If you select download all it will use the default.

    If you right click on the transactions there are more options such as Date/Check # etc.
    (NOT IK support)

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