fusionwelds
Level 1

Banking & Currency

Just got off the phone with BMO - there is a fix, but there's a caviat - to "re-link", click the link account button at the top right of your dashboard, then search "BMO", scroll down and select the "BMO-Personal" option - it will link to your business account. THE ONLY PROBLEM - doing this is essentially completely refreshing your account, so you will have "duplicate" accounts, your new chequings/savings/cc's etc. will be linked in but it will not port over any categorization you've done. However - you will still have the chequings/savings/cc's etc. duplicated with all the categorized transaction history showing up on your dashboard if you click the arrow (>) icon and you'll be able to see that they are still there with the lovely red "i" symbol indicating the date when it was last updated. Going to make reporting at the end of the year such a pain, but at least I can now finally match recent transactions to paid invoices. Not happy about this at all.