Fixing an OL-294-A

Mar 05, 2023 Last reply: 3 years ago 2 Replies
B

----------------------------------------- Third, refresh your online account information



From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N).



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But when I click on the gear, there's no "refresh" nor anything with the hot key ctrl-shift-N [I can't use ctrl-shift-N because it is grabbed by something else on my PC] It's got "update" now, edit account details, reconcile, transfer money, etc, etc, but nothing that looked like "refresh". Am I looking in the wrong place?



/Bernie\


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J

You only posted the first of the steps necessary to "refresh your online account information". Here are all the steps: "From your account register, select the Actions gear icon at the very top of your register (Ctrl + Shift + N). SELECT UPDATE NOW [emphasis added]. Follow the on-screen instructions to complete the update."

You should not expect to see the word "refresh" during that process: it is completing that process which "refreshes" your account.

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J

By the way, it is the "Update Now" which specifically does the "refresh"; you can make the process a bit simpler by adding "Update Now" to your account Action Bar. [Click the account Actions gear wheel icon and select "Customize Action Bar".]

I have "Update Now" on the Action Bar for all my online-enabled accounts. [I often use Update Now for downloading transactions for a single financial institution ... even when there is no download error to recover from.]

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