« Return to Thread: need assistance with aqBanking setup

Re: need assistance with aqBanking setup - done!

by allan anderson :: Rate this Message:

Reply to Author | View in Thread

Debbi Thomas wrote:
> <..>
> I got everything working with online banking downloading my
> transactions / accounts from Charles Schwab. I discovered that if I
> have an account open, go to Account, there is an option to "map account
> to online account". I hadn't seen that before. This method is pretty
> much the same as in the Windows financial applications.
>

Obviously you missed my post from yesterday!
"
Hi Debbi

If you open KMM and in Ledger view display the account you wish to use,
in the Account menu select Map to online account, then enter Schwab, I
think you'll get four entries to choose from, and that should do all the
configuration for you.  Then select update account (or all accounts) and
that should do it for you, I think.

If not tell us a bit about what happens.
"

Glad you're sorted.

allan

------------------------------------------------------------------------------
_______________________________________________
KMyMoney2-user mailing list
KMyMoney2-user@...
https://lists.sourceforge.net/lists/listinfo/kmymoney2-user

 « Return to Thread: need assistance with aqBanking setup