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Categories AgExpert Accounting AgExpert Analyst
Created by AgExpert Support
Created on Mar 16, 2017

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Anyone else experiencing troubles with downloading Credit Card statements thru the Import Bank Statement feature? The balance is always wrong, but the individual transactions are always perfectly matched. Can't figure out where the balance is coming from. Import Bank Statements feature works perfectly for bank statements. Have only experienced this issue with Credit Card statements.

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi Cheryl,
    This is the first I'm hearing about it in support. What bank are you importing from? I'm going to run some tests here to verify if it happens with my bank (BMO) but if you use a bank different from that one, let me know and I'll find someone to test it. Once I've confirmed what you're seeing then I can get development to work on it for the next update. Thanks!

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