Need help downloading info from bank

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Need help downloading info from bank

Postby sschriner » Mon Dec 29, 2008 3:48 pm

I am at the end of my trial of My Money on my Mac. So far, I'm not impressed. The biggest problem is no matter what I try, I cannot connect to my bank (it's not listed) or download my info (QIF file) to reconcile my account like I could with Microsoft Money on my PC. When I click on File>Import Data>Import QIF File, I cannot choose "Accept"--that is grayed out and my only option is to cancel, therefore my transactions cannot be downloaded and my account cannot be reconciled.

I am so frustrated. Before I purchase this software, has My Money fixed this problem with the new version currently available for download? I have seen on blogs that I am not the only one with this problem, so it's not operator error. Any help would be appreciated as I am at the end of my rope with financial software for the Mac.
sschriner
 
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Re: Need help downloading info from bank

Postby mthadm » Mon Dec 29, 2008 4:02 pm

You need to match the accounts first in order to import/download data

Please see the manual for detailed explanations/screenshots

http://wiki.mthbuilt.com/Downloading_transactions

Let us know if you need further guidance, we are here to help
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Need help downloading info from bank

Postby sschriner » Sat Jan 03, 2009 10:51 am

Thanks for your reply. Now that my free trial has expired and I can no longer get into My Money, is there a way to reactivate it for a day or so in order for me to try your suggestion to see if it works for me? I would hate to purchase it only to have the same problem.
sschriner
 
Posts: 3
Joined: Mon Dec 29, 2008 3:25 pm

Re: Need help downloading info from bank

Postby mthadm » Sat Jan 03, 2009 10:59 am

sure, we do it all the time.

Please send us an email to info at mthbuilt.com so we know who to send the license extension to

Thanks
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Re: Need help downloading info from bank

Postby sschriner » Sat Jan 03, 2009 12:42 pm

I sent an e-mail and will wait for the license. I appreciate your help.
sschriner
 
Posts: 3
Joined: Mon Dec 29, 2008 3:25 pm


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