Bank connecting/importing issues!!
I've tried messaging support and I keep getting automated messages back -- no fun at all.
I have 2 businesses under 1 corp. Meaning both businesses use the same bank account/credit cards. I'd like to track each business separately to be able to see the health of each business, so I delete transactions that have nothing to do with 1 business and keep the ones that are relative -- and I'm ok with this. The issue is when I want to create a new profile ("a new business") and link the same bank account, one of them stops importing. PLEASE FIX THIS!
I'm wondering now, should I just create a new LOGIN to be able to do this? I'm worried it'll still have the same issues...
Overall the importing is very glitchy as even with the one I have to disconnect and connect once in a while to get it importing again.
Otherwise, I love the UI and simplicity, but this is a big issue and I've already been looking for other free software similar to you guys.
Best,
Nick
Comments
Hi @nimilani, thanks for mentioning this, our team is aware of the issue and is currently working on a solution to it in a major upgrade to the way that our bank connection system works. In the meantime, creating a separate login that's connected to the same bank account should accomplish what you're looking for.
Please let me know if you continue to experience any trouble with this.