It would be useful to be able to click an update button and request the program to update the pending/bank transaction list. This is a feature available in Quickbooks.
Hello, we use an integrator to provide bank transactions. Depending on your bank it may be updated automatically up to four times a day. Some financial institutions will post only once a day. Our program will always post the most up to date information that the partner has.
We are working with a second provider that will require you to trigger an update from your bank, to pull in the transactions. Which may provide the functionality you are looking for. That provider should launch in the next couple of months.
As we use a partner to provide this service, we are unable to make that change on our end. We appreciate the time you took to share your feedback and will pass it along to our integrator.
Guest
Hello, we use an integrator to provide bank transactions. Depending on your bank it may be updated automatically up to four times a day. Some financial institutions will post only once a day. Our program will always post the most up to date information that the partner has.
We are working with a second provider that will require you to trigger an update from your bank, to pull in the transactions. Which may provide the functionality you are looking for. That provider should launch in the next couple of months.
As we use a partner to provide this service, we are unable to make that change on our end. We appreciate the time you took to share your feedback and will pass it along to our integrator.