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How do I change the financial institution that I have selected for Synchronization?
How do I change the financial institution that I have selected for Synchronization?
I selected the wrong one when i first opened the account since my bank wasn't on the list.
Now I see that the banks for a couple of my accounts have been added, but i see no way to change the financial institution used for syncing.
I selected the wrong one when i first opened the account since my bank wasn't on the list.
Now I see that the banks for a couple of my accounts have been added, but i see no way to change the financial institution used for syncing.
I’m upset
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Inappropriate?You would have to delete the account and create a new one.1 Comment
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This answers the question
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This needs to be fixed, if i delete the account i would lose all my data. using a temp account and setting all the entries to the temp account would work except for transfers. This means there is no way to change it. -
This reply was removed on 05/27/09.
see the change log -
Inappropriate?Banks buy each other out and change their name, website, etc. We shouldn't have to delete accounts to fix where the system looks for new transactions. That's making us go to a lot of extra work that shouldn't be necessary. -
Inappropriate?When you click on a account, you will see an Edit link next to the institution now. Please use that to edit the institution.
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