tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/494-delete-financial-institutionInfinite Kind: Discussion 2011-05-15T22:42:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/3174562009-08-20T14:54:52Z2009-08-20T14:54:52ZDelete financial Institution<div><p>Hi Daniel</p>
<p>To remove online banking from an account that already has online
banking set up:</p>
<p>Open the transaction register for the account by clicking on it
on the home page.</p>
<p>Select "Set up Online Banking" from the green online
button/menu.</p>
<p>Click the "Disable" button.</p>
<p>See the attached screen shot.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3174562009-08-20T15:12:52Z2009-08-20T15:31:17ZDelete financial Institution<div><p>I do not have a screen that looks like your screen shot.<br>
I do have this screen for institutions that setup properly<br>
I believe it is because I was unable to make an initial connection.
therfore I do not have the screen to remove, disable<br>
In the account register, the online drop down allows for set up
online banking.<br>
Entering opens popup "online Banking Setup.<br>
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.<br>
Can I remove them from the list</p></div>dlawless2tag:infinitekind.tenderapp.com,2009-01-14:Comment/3174562009-08-20T15:33:33Z2009-08-20T15:33:33ZDelete financial Institution<div><p>I do not have a screen that looks like your screen shot.<br>
I do have this screen for institutions that setup properly<br>
I believe it is because I was unable to make an initial
connection.<br>
therefore I do not have the screen to remove, disable<br>
In the account register, the online drop down allows for set up
online<br>
banking.<br>
Entering opens popup "online Banking Setup.<br>
Using down arrow to open list, I find the institution that failed
setup. (I<br>
have two for the same institution) "capitalOne" - manual setup -
not enough<br>
or incorrect information. "Capital One Bank" Login fails.</p>
<p>-----Original Message----- From: Ben Spencer [mailto:<a href=
"mailto:no-reply@tenderapp.com">no-reply@tenderapp.com</a>]<br>
Sent: Thursday, August 20, 2009 10:55 AM<br>
To: <a href=
"mailto:dlawless2@rochester.rr.com">dlawless2@rochester.rr.com</a><br>
Subject: Re: Delete financial Institution [Questions]</p></div>dlawless2tag:infinitekind.tenderapp.com,2009-01-14:Comment/3174562009-08-20T15:59:33Z2009-08-20T15:59:33ZDelete financial Institution<div><p>Hi Daniel</p>
<p>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.</p>
<p>I apologise for the inconvienience.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3174562009-08-20T16:07:42Z2009-08-20T16:07:42ZDelete financial Institution<div><p>OK then. Suggest that you might add this ability in future
release.<br>
Thank you for your time support.<br>
Daniel Lawless</p>
<p>-----Original Message----- From: Ben Spencer [mailto:<a href=
"mailto:no-reply@tenderapp.com">no-reply@tenderapp.com</a>]<br>
Sent: Thursday, August 20, 2009 12:00 PM<br>
To: <a href=
"mailto:dlawless2@rochester.rr.com">dlawless2@rochester.rr.com</a><br>
Subject: Re: Delete financial Institution [Questions]</p></div>dlawless2