Cinstr2
Level 1

Banking

Marie,

I am at this point as well! I want to try this but have a few questions. 

I have the original bank account set up and it is connected to the bank feed, however I cannot download the transactions because it does not let me choose that original bank account (the account is not listed)

so,

Do I disable the bank feed first, then create the new account, set up the bank feed for that new account, then merge in the list/chart of account then try and download the transactions?

If you could provide step by step instructions, that would be great! I am sooo frustrated. I DO NOT want to manually download these transactions!!! I have a whole years worth on a credit card and bank account.