Download transactions from my bank

Katja Randall's Avatar

Katja Randall

08 Feb, 2016 09:59 PM

Hi! I'm tired of hick-ups in Quicken, so I want to try Mondaydance. I tried to download my transactions from my bank, but I get my daughter's transactions and not my own. My daughter has her checking account under my account and her checking account has "smaller" last four digits making the bank to list her account on top of the summary.

  1. 1 Posted by Katja Randall on 08 Feb, 2016 10:00 PM

    Katja Randall's Avatar

    the last input didn't solve my question.

  2. Support Staff 2 Posted by Jenny on 09 Feb, 2016 03:41 PM

    Jenny's Avatar

    Hi Katja,

    Can you let me know which financial institution you are trying to connect to? Are you connecting via Direct Connect, or manually downloading the transactions from your banks website?

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 10 May, 2016 03:50 PM.

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