SEE Finance Help

Index

Recreating Account Download Connections

To Recreate a Direct Connect Account Download Connection:

1. Select the account you want to recreate Direct Connect connection for from the Account List.
2. Note the date you last had downloaded transactions for the account.
3. From the Menu Bar select "Accounts" then "Setup Downloads...".
4. Accept to "Delete" the existing download connection.
5. Wait a moment for the list of financial institutions that offer Direct Connect to load.
6. Find your financial institution by scrolling the list or using the search field under the list and click "Next".
7. Wait a moment while SEE Finance connects to the institution to retrieve current information about the institution.
8. Next, if successful connections have been made, you will be asked for information to setup your account. MAKE SURE TO DESELECT THE OPTION TO "Download Available Transactions" TO AVOID HAVING TO REVIEW LOTS OF DUPLICATE TRANSACTIONS. Then depending on your financial institution you may just need to enter your user name and password to use account discovery OR you might have to enter the one or more of the following: type of account, account number, routing number (aka bank number), ID/user name, and PIN/password (manual setup). Also, you have the option to store your login credentials in the Apple Keychain on your computer in order to allow quicker downloads in the future (no user account information is ever saved in SEE Finance see note below). Then click "Next".

   Note: When setting up an account for downloads the institution responds whether or not they support setting up accounts using account discovery or manually using account specific information. The method of setup is initially chosen based on this response. Occasionally there may be the need to use the other means of account setup (account discovery or manual setup). Manual setup is supported by all institutions whereas account discovery is not.

9. Wait another moment while SEE Finance connects to the institution to retrieve your account information from the institution.
10. If there is only one account found that matches the account information you entered then you will be shown the "Account Downloads Setup Complete" screen showing information about your account. If this is the case just click "Finish". Since you didn't choose to download all available transactions you are done recreating the download connection.
    ***If there were multiple accounts are found that match the information you entered you will be presented with the "Multiple Accounts Found" screen. Select the desired account from the list and click "Next". This will take you back to step #9.***
11. Now you will need to download transactions from where you left off with the previous connection. From the Menu Bar select "Accounts" then select "Download Transactions...".
12. Select just this account from the "Account(s):" popup list.
13. Enter the account connection credentials if they were not selected to be stored in the Apple Keychain.
14. Check the box for "Manually Set Request Start Date" and set the "Start Date" to where you last downloaded transactions for this account.
15. Select "Ok" to proceed with the download.
16. Next the import window will raise and show the transactions downloaded for the selected accounts.
    ***Make sure to check the checkbox(es) in the Import column to import the transactions for the selected account.***
17. Select the "Import" button and you're done!

Notes:

• If you receive any error screens and messages, double check the information you entered is correct and try again. If you still have trouble double check with your financial institution to verify your account(s) are setup and able to use Direct Connect for software such as Quicken® and that you have the correct login credentials to connect. You can also refer to our Direct Connect Setup FAQs Page for general troubleshooting information.
• SEE Finance was designed to use Direct Connect with hundreds of financial institutions by utilizing the built in Apple Keychain services in Mac OS X for storing user account information. No vital account information (account numbers, passwords, etc.) is stored in SEE Finance or its data files.
• If you do not elect to save your user info in Apple's Keychain you will have to enter your user name, password and account ID (account number) for each account every time you want to download transactions.
• Credit card accounts created by download may not setup your credit limit. The credit limit amount can be set in a credit card account's "Overview" view.
• Investment accounts created by download may setup "Position Adjustment" transactions in order to take the place of the transactions not available for download, but the list of positions indicates should be there. These "Position Adjustment" transactions may need additional information and/or adjustment such as setting the "Price" for the transaction to be the cost basis per share of the shares held in the account prior to date of available transactions for download.