Import

Gary P. Brown's Avatar

Gary P. Brown

07 Dec, 2023 06:28 PM

I've selected the wrong account to import my credit card file to. How do I clear the 'remembered' account for a file import?

  1. 1 Posted by Stuart Beesley ... on 07 Dec, 2023 06:40 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox extension. Online tools menu.

  2. 2 Posted by Stuart Beesley ... on 07 Dec, 2023 06:45 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    ..: there’s a ‘forget’ option

  3. 3 Posted by Stuart Beesley ... on 07 Dec, 2023 06:46 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    of course. If you’re on a more recent version of MD then there’s an online menu. Match accounts. OFX where you can reset

  4. 4 Posted by GaryPBrown on 07 Dec, 2023 06:49 PM

    GaryPBrown's Avatar

    What is 'Tool Extension'? Is it an extension I need to install?

    I don't see any Toolbox extension or Online tools menu in the menu tree.

    Regards.

    ...Gary

  5. Support Staff 5 Posted by Maddy on 08 Dec, 2023 02:12 PM

    Maddy's Avatar

    Hi Gary,
    Thank you for contacting Moneydance support.

    Sorry for the confusion. You should navigate to Extensions->Manage Extensions from the main Moneydance Menu and install the Toolbox.
    This is an extension.

    • Launch the Toolbox and select 'Update Mode'

    • Navigate to Menu: Online Banking (OFX) Tools

    In the resulting window, under Update Functions you should select Forget OFX Banking File Import Link (remove_ofx_account_bindings.py).

    Finally, click "Proceed" to select the account you need.

    Restart Moneydance.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by GaryPBrown on 08 Dec, 2023 05:05 PM

    GaryPBrown's Avatar

    Maddy,

    Thank you. I've updated my version of Money Dance, installed the Toolbox, and fixed my problem.

    Thank you for your help.

    Regards

    ...Gary

  7. 7 Posted by Stuart Beesley ... on 08 Dec, 2023 06:04 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox 🧰 +1 😃

  8. Support Staff 8 Posted by Maddy on 11 Dec, 2023 11:23 AM

    Maddy's Avatar

    You are welcome!
    I'm very pleased to hear that.
    I'll close this discussion for now, but please don't hesitate to contact us again, if you need further assistance.

    
     We wish you a lovely festive season!
    

    --
    Maddy, Infinite Kind Support

  9. Maddy closed this discussion on 11 Dec, 2023 11:23 AM.

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