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Mrjan
Level 4

How can I get banking transactions to download automatically?

It appears we have to manually activate the download from the bank. I know some businesses get their downloads automatically. Is this controlled by the bank or can we make this happen?

 

Thanks

Solved
Best answer February 10, 2019

Best Answers
lynda
Community Champion

How can I get banking transactions to download automatically?

Hello @Mrjan:

 

It's a bank thing.  In fact, many of the banks I work with have to hit the update button EVERY time.

 

Lynda

 

View solution in original post

1 Comment 1
lynda
Community Champion

How can I get banking transactions to download automatically?

Hello @Mrjan:

 

It's a bank thing.  In fact, many of the banks I work with have to hit the update button EVERY time.

 

Lynda

 

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