Online Banking Transaction Scheduled Download

dm_corsa's Avatar


19 Dec, 2020 05:17 PM

One thing that Quicken had that was kind of nice that I do miss was that transactions that were scheduled by the banking entity were included in the transaction download when doing the online updates.

For example, if there was an annual recurring payment setup on the banking site, whenever the banking site would schedule the upcoming payment, it would download it.

Just a thought for future. It's probably not easy to do since any changes to those transactions done on the banking site were also then reflected in the download to void the original and create a new transaction within the financial software.

Thanks for a great product.

  1. System closed this discussion on 20 Mar, 2021 05:20 PM.

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