It would seem that after months of apparent development your tool is finally working correctly.
Transactions look like they are drawing from not only basic checking/savings but also from in-house credit card accounts as well.
I'll give it a month or two to verify that data is properly represented and not duplicated (like when paying off a USAA credit card with a USAA checking account and counting it as two negative ledger transactions) but thank you for, again finally, fixing the issues.
Moving forward, I along with many other USAA customers, would really appreciate more transparency to resolution strategies for problems such as this. While I'm pleasantly surprised that all seems well, I shouldn't have to be "surprised" at all.
Assemble a communication team, give us a road map, give us a high-level strategy, give us monthly updates, give us....anything. Letting the issue hang dry doesn't inform your consumers and leaves a bad taste in our mouths from a customer service perspective point of few.
A long-term, now mildly satisfied, customer
Thank you for your comments Vertigomusic.
He provided a list of updates (Page 2 of this discussion) during a live Q&A session:
Other specific enhancements coming include:
We are glad the tool is finally meeting your expectations and welcome and further feedback. Thank you.