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Enable the ability to have downloads take place on specific dates

dfiord

I would like to suggest the ability to set a specific date or a schedule for a download from a specific financial institution to take place on. This could take place for a stock paying a dividend or a CD paying interest. Example: a CD pays interest in the 5th of each month. I do not need to go through the download process for that institution ever day but only on the 5th of the month. If I could set up an instruction for that download to take place on the 6th of the month that would eliminate connecting to the institution the other days of the month.

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Comments

NotACPA

How about simply creating an Income Reminder to trigger on the day(s) you want a download to happen … and then you could initiate the download yourself.

Since, an extremely simple workaround already exists … I'd vote against this idea if that were possible.

Chris_QPW

I have my doubts that this would save much or maybe any time. I can see it if the accounts are setup for Direct Connect, but not for Express Web Connect or Express Web Connect +. Direct Connect does one financial institution at a time, the other two download from all the financial institutions at the same time.