then it worked the second time but asked date to go from, this would only go back a month thereabouts, is this a setting i can change as i need back to 01/08/18
anyway i pressed ok and nothing much worked as logs still emply and i have to wait another 20 mins it says…
am i doing something wrong?
should something appear in raw logs?
can i change the date back further?
The bank feed wouldn’t automatically import transactions for you - the first attempt at this would be the morning following the setup (usually around 4am). So if this was set up today, it would first run automatically tomorrow morning, if permitted. If you’re using a 2 factor authentication login (such as entering a code from a text message), then it wouldn’t be able to run automatically.
It will only go back as far as the bank allows. This does vary from bank to bank, and I’m not sure what the limit would be for TSB. Generally speaking, it’s the further back you can go on your online banking “recent transactions” list.
Chrome feeds are an option, or you can import a .csv export from the bank, or just manually input them. The choice is yours - it depends on how many transactions you have and how you like to work.
I would suggest leaving the feed for at least 24 hours to see if anything is imported tomorrow (assuming you have transactions happening today / early tomorrow morning for it to import).
2fa is off, double password, it logged in when i set it up and showed 3 accounts which each one was added to correct bank…
maybe i need to wait,
when you say
“online banking “recent transactions” list.”
is this a quickfile option?
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is there a guide on reconciliation, im used basically ticking each statement transaction, posting to correct ledger then taking closing balance, deducting of cheques (if any) not on bank yet and add lodgements and it squared to my N/L bank, can i apply a similar approach to catch up as im two months behind…
