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Can't distinguish between checking and credit card account

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Chuck

19 Jan, 2016 06:16 AM

We have both a Wells Fargo checking account and a Wells Fargo Visa credit card that we access on line using the same log-in and password. When you log in you can clearly see both the checking and credit accounts. I've set up two seperate accounts in Moneydance, one under Bank and the other under Credit Card. It correctly downloads the checking account transactions to the account I've created under Bank, it however incorrectly downloads the checking account transactions also to the account under credit card. It never downloads any of the actual credit card transactions.

1. Support Staff 1 Posted by Jenny on 19 Jan, 2016 02:08 PM

   

   Hi Chuck,

   Can you try following these steps to see if it fixes the issues you're experiencing?

   Disable the Online Set-up for the problem accounts. Then you will need to re-enable them. Once you have entered your ID and Password click OK and wait (do not click next). You need to wait to see a window that will display - "Please choose the account you wish to use" - which are your Wells Fargo accounts listed in a drop down list. If you bypass this window - your Moneydance Account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds. If you click 'Next' you will likely bypass this important window.

   Please let me know if you encounter any issues during this process.

   Jenny
   Infinite Kind Support

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2. 2 Posted by Chuck Olson on 20 Jan, 2016 02:02 AM

   

   Hi Jenny
   I followed your instructions and it now works fine now. Thanks for your
   help.
   Chuck

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3. Ethan closed this discussion on 20 Jan, 2016 03:06 AM.