Download Preferences
SEE Finance has several preferences available for use with account downloads
Account Downloads:
- "For Downloads Identify As:" - The program to identify as when using Direct Connect downloads.
- "Program to Identify As Is Saved On an Account Basis" - Whether or not the "For Downloads Identify As:" option is saved on an account by account basis or the one selected is always used.
- "Allow Simultaneous Requests to the Same Institution" - Whether or not to allow simultaneous requests to the same institution/server. Some institutions do not allow simultaneous download requests and/or respond with errors when attempting to connect simultaneously for different accounts.
- "Wait X Seconds Between Requests to the Same Institution" - Number of seconds to wait between requests to the same institution/server.
- "Download Request Dates Should Overlap X Days" - Option to have transaction downloads at institution's overlap X number of days to ensure no transactions are missed. Generally only needed when downloading information for the same account in different files or programs in order to not miss "pending" transactions.
- "Automatically Remove Transactions with the Same FI IDs" - Option to have the program automatically remove transactions from the download that are matches to existing transactions in the account in the program based on the unique IDs provided at the institution. The transactions will not appear in the import window, but at the bottom of the window will appear "Note: X transactions were removed due to being exact duplicates with existing transactions.".
- "Log Last Account Download Session" - Option to log the last account download session. Following a download attempt you can select "Save Last Download Log to Desktop" from the SEE Finance menu.
- "Connection Timeout Interval:" - The timeout interval for download connection attempts.