Importing transactions from your bank account

[jjallard]

The automated list of Banks is nonexistent. To enter your bank information is impossible because your bank can't even give you the information needed for you to import. Now what? You can't talk to anyone from technical support because there is no telephone number. You tube doesn't offer anything except you have to get the information directly from your bank.

[jjallard]

16 hours ago, jjallard said:

The automated list of Banks is nonexistent. To enter your bank information is impossible because your bank can't even give you the information needed for you to import. Now what? You can't talk to anyone from technical support because there is no telephone number. You tube doesn't offer anything except you have to get the information directly from your bank.

My bank couldn't help me.

[n1x1]

We apologize for the inconvenience this may have caused. If the bank you are looking for is not in the list, you may add it manually. To do that, click Accounts, Add Account, check Enable Online Account Access, from the Financial Institution drop-down menu, select Add New Financial Institution, enter the required information, click OK and OK again to save the changes. Check the information below:
1. Financial Institution:
Select the name of the financial institution with which the account should be associated.
Alternatively, new financial institution information may be entered by using the Add
2. Routing Number:
Enter the routing number (or sort code, transit number, or BSB number) for your financial
institution.
3. Account Number:
Enter the account number issued by the financial institution holding the account.
4. User ID:
Enter the user ID issued by the financial institution for accessing the account.
5. Password:
Enter the password associated with the above user ID.
6. Prompt me for my password when connecting to my bank:
Check this box to prevent MoneyLine from storing your password. You will be prompted to
enter your bank password each time your account information is retrieved.
7. Last Import:
Last date an import of transactions was performed for this account.
**If the issue continues, maybe is because your financial institution does not support Moneyline.