Bank import does not work for second account

1

I have two bank accounts in Manager setup to import updates.

Despite trying many things only the first one fetches updates.

Any clues?

2

Same issue here. 2nd bank account has only loaded one transaction. Both accounts are from the same bank login. Also worth noting the Basiq data refresh interval seems hours long, so any new activity can take a while to load in.

3

For anyone following this. The way I fixed this manually was by getting a transaction list from my bank and importing it. To get the correct final balance, I made sure my ā€˜starting balanceā€™ added in by Manager IO matched the date and balance from the start period of my imported transaction list, e.g. 1 Jul 2025 and $ā€”ā€” set to the ā€˜retained earningsā€™ account.

Iā€™m seeing my two linked bank accounts arenā€™t drawing in all the data, since initial set up a few days ago. My account 1 loaded in receipts from the previous 24hr cycle, but skipped payments. Initial import for account 1 was fine, but account 2 was not.

4

Seems like basic bug(s). How can this be promoted from discussion to bug report ā€¦ to FIXED?

5

It would be clearer if more information about the processes, along with screen shots of the file contents, were given

It is impossible to say if this us a bug or a problem with the data imported

6

@Joe91 Your comment is not useful.

ā€œscreen shots of the file contentsā€ ? huh ? Are you a Manager dev?

7

No, I am just a user like you

It is possible, maybe even probable, that the problem is caused by the data in the import file from the bank

But without any more information it is impossible to properly diagnose the cause of the problem and thus it is not possible to say whether it is a bug or not

8

@Domenico Did you get the second bank account working properly? Any special steps required?

9

Speaking for myself I manually import OFX files from my bank now. It takes time, but a lot less time than cross-checking the automatic import against my bank statements when account totals mismatchā€”which was happening frequently.

I look at the latest account transactions in Manager, then find which date it was up to in my bank transactions (as new transactions have loaded), and load the period of data from my bank.

10

Thanks for sharing the workaround. That makes sense, especially matching the starting balance to the exact start date of the imported transaction list. It will take more time to import but as you said it will save time compared to cross-checking automatic imports.