forums.lyricapps.com

hi all,

can anyone explain all the settings ( or better yet provide a screen shot minus personal info of course) for direct download from wells fargo bank?

The default settings function checks Broker ID but does not populate the field? Is this required? It also does not check Bank ID, should that be checked and routing number be in that field?

Thanks,

kb

Is your account an investment account or a checking account ?
If it's an investment account, iCompta won't be able to import the transactions until the future V5 sorry.
Otherwise if it's a checking account set the account type to "Checking", check the "Bank ID" field and fill it with your bank's routing number.