Importing Bank Transactions from your Bank

See article titled Bank Integration for step-by-step instructions for linking your bank account(s) to MoneyMinder.

Once you’ve linked your bank account(s) you’re ready to import transactions.


Click on the Banking icon in the toolbar:


Then click Import Transactions under the bank account you’d like to import into:


Select the date range you’d like to import:


Click Fetch transactions to import:


Click the Import button next to each item you would like to import:


Or click the ignore button to hide it from your list:


Check that all fields are filled in correctly and assign a category if it is not auto-filled (correctly):


Click Save & Close. Continue this process until you’ve imported all desired transactions.

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2 responses to “Importing Bank Transactions from your Bank”

  1. I always seem to have a problem after I reconcile each month. The new transactions for the new month never seem to appear. I constantly have to unlink and then re link our bank account to make the transactions appear. I don’t have this problem with our PayPal account. What am I doing wrong with our checking account? Thanks for your help

    • Hi Heather,

      This typically has to do with the security protocols set at your bank. I’ll email you separately to see if we can try some things that will alleviate the problem. Look for an email from me in your inbox.

      Cyndi

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