Delete financial Institution

dlawless2's Avatar

dlawless2

20 Aug, 2009 02:39 PM

I have attempted to set up online banking. some instituions do not work of have been set up incorrectly. I would like to delete them from my list.
How can I delete a finacial institution from the online Banking signup list

  1. 1 Posted by Ben Spencer on 20 Aug, 2009 02:54 PM

    Ben Spencer's Avatar

    Hi Daniel

    To remove online banking from an account that already has online banking set up:

    Open the transaction register for the account by clicking on it on the home page.

    Select "Set up Online Banking" from the green online button/menu.

    Click the "Disable" button.

    See the attached screen shot.

    Sincerely

    Ben Spencer

  2. 2 Posted by dlawless2 on 20 Aug, 2009 03:12 PM

    dlawless2's Avatar

    I do not have a screen that looks like your screen shot.
    I do have this screen for institutions that setup properly
    I believe it is because I was unable to make an initial connection. therfore I do not have the screen to remove, disable
    In the account register, the online drop down allows for set up online banking.
    Entering opens popup "online Banking Setup.
    using down arrow to open list, I find the intitution that failed setup. ( I have two for the same institution) " capitalOne" - manual setup - not enough or incorrect information. "Capital One Bank" Login fails.
    Can I remove them from the list

  3. 3 Posted by dlawless2 on 20 Aug, 2009 03:33 PM

    dlawless2's Avatar

    I do not have a screen that looks like your screen shot.
    I do have this screen for institutions that setup properly
    I believe it is because I was unable to make an initial connection.
    therefore I do not have the screen to remove, disable
    In the account register, the online drop down allows for set up online
    banking.
    Entering opens popup "online Banking Setup.
    Using down arrow to open list, I find the institution that failed setup. (I
    have two for the same institution) "capitalOne" - manual setup - not enough
    or incorrect information. "Capital One Bank" Login fails.

    -----Original Message-----
    From: Ben Spencer [mailto:[email blocked]]
    Sent: Thursday, August 20, 2009 10:55 AM
    To: [email blocked]
    Subject: Re: Delete financial Institution [Questions]

  4. 4 Posted by Ben Spencer on 20 Aug, 2009 03:59 PM

    Ben Spencer's Avatar

    Hi Daniel

    If you are referring to the list of financial institutions that appear in the window shown in the attached screenshot, I am afraid it is not possible for the user to remove entries in that list without starting a new Moneydance data file.

    I apologise for the inconvienience.

    Sincerely

    Ben Spencer

  5. 5 Posted by dlawless2 on 20 Aug, 2009 04:07 PM

    dlawless2's Avatar

    OK then. Suggest that you might add this ability in future release.
    Thank you for your time support.
    Daniel Lawless

    -----Original Message-----
    From: Ben Spencer [mailto:[email blocked]]
    Sent: Thursday, August 20, 2009 12:00 PM
    To: [email blocked]
    Subject: Re: Delete financial Institution [Questions]

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