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condieshandyman
Level 1

My transactions are not coming in my bank account amount is going down but no transactions coming in so I can’t attach receipt to correct transaction ? Any ideas on to resolve this issue

 
1 Comment 1
Kristine Mae
Moderator

My transactions are not coming in my bank account amount is going down but no transactions coming in so I can’t attach receipt to correct transaction ? Any ideas on to resolve this issue

Let's get the transactions downloaded, Condieshandyman.

 

There are a few reasons why transactions are not downloading:

  • The bank may have implemented changes to its service offerings.
  • There's an update on your bank's information, such as name, account number, login credentials.
  • It may be an inactive bank account.
  • There may be ongoing maintenance on your bank's website.

We'll manually update the bank account to resolve this. It will restore the connection between your bank and our program. Here's how:

  1. Click the Gear icon.
  2. Select Bank accounts.
  3. Click Refresh all.

Once they're downloaded, you can categorise the transactions.

 

Get back to this thread if you need more of our help. We'll reply as soon as we can. Take care!