david_g1
Level 3

Account Management

Now working - but you really need to sort the steps out. My initial attempt to connect to the bank did seem to work, as it asked which account - debit or savings. I selected the current account option. The connection stopped working after that. All attempts to simply update have failed since. All attempts as per my above post to use the 'Edit Account' function also failed.
I wanted to upload a csv. To my surprise there was an option once in the dropdown once clicking 'File Upload' to make a connection - so I did. It seemed to ask me to select debit or saving again, but in fact already had my current account selected. No further interaction again possible!
Back on the main 'Banking' screen, I tried the 'Update' - woh and behold - it worked! It asked for the security device code only. And to my utter amazement - I received a load on tranasctions.
Hopefully the above steps will help anyone in the same predicament