report filtering for specific tax code
I want to find transactions that use a specific tax code and when I add a filter, it shows ALL transactions rather than the ones with the...
Jay Garland
Joined on August 28, 2016
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Bank Feeds
I've been having trouble with the bank feeds for my nab business card so I deleted the feed and created a new one (with a new YODLEE). No...
Yodlee Error
One of my NAB credit cards (when I log into Bankdata) has the error YODLEE ERROR in the status column. When I click on the hyperlink I ge...
Transferring between two "online" accounts
In the USA, when you move funds between two accounts that are set-up with online banking, you can check the box ONLINE FUNDS TRANSFER to ...
help desk security concerns
I needed to call tech support with a problem. I was asked to provide my log-in details with password so that they could ascertain the pro...
AMEX Data Feed not working
My AMEX datafeed stopped working the other week and was downloading ZERO entries. I waited a week or so and it didn't resolve so I went i...
DONE button not working in Microsoft EDGE
I always use Microsoft EDGE to do my data entry and reconciliations. As of the last week, when I'm matching downloaded transactions in ON...
Deleting Bankfeed
I have been issued with a new AMEX card so I've needed to set-up a new AMEX feed. This now works. To keep my Bankdata feeds neat and tidy...
onlink banking: process invoice payment
I use ONLINE BANKING to streamline data entry for my bank accounts. When I receive payment against an invoice, I select "AS A PAYMENT ON ...
Reckon Hosted not savings my Yodlee ID for Credit Card Feeds
I am using 'BankData Imports' in Reckon Hosted for my main bank account and for 2 credit cards. The data import for the bank account work...
Why do I have more backups of my Personal Plus file than the limit number for backups?
The preferences allow for the number of backups to be limited between 1 & 9. This does not work on my installation, which is set to 5. So...
online banking > transaction rules > bug
I have a FOOD account which is listed as NCG in the chart of accounts as most expenses I make are inclusive of GST. Here in Australia, so...
YODLEE details being lost
I posted about this three months ago and was advised it shouldn't be happening and the problem has now resurfaced. Two of my YODLEE acc...
Online funds transfer between accounts with online banking
I have my nab bank accounts setup with online banking (the lightning bolt appears against them in the chart of accounts). When I transf...