Hi Divina_N,

Thank you for such a quick and detailed explanation to my question. Unfortunately I was unable to get it to work because after linking my bank it would say something like, ‘your bank has been successfully linked’ and a little while later it would show There was a problem connecting to my bank. I would click the re-connect button and instantly would get a ‘can’t connect, or the system was having problems now try again later’ message. The first time that happened I waited until the next day and it was still doing that so I just deleted and started over just to have the exact same thing happen. At that point, I was thoroughly frustrated and couldn’t waste anymore time trying to figure it out because I had to get back on the road. Since then, I have found another solution for my bookkeeping needs. Again, thank you for your help.