Relink investment account for transaction importing

meme_lara's Avatar

meme_lara

21 Sep, 2023 07:57 PM

I accidentally linked a Quicken File for Mac extension file from one of my investment brokerage accounts to another investment account in MD. When I re import the file ---even a new downloaded version--- to go into the right investment accout in MD, it automatically sends the transactions to the wrong investment account previosuly selected. How can I go about fixing this?

I already deleted all unconfirmed transactions and securities from the wrong investment account.

Thanks in advance.

  1. 1 Posted by derekkent23 on 22 Sep, 2023 07:55 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Himeme_lara

    Assuming a resent build of Moneydance.
    Try with in the Side Bar SUMMARY highlighted ONLINE – MATCH ONLINE ACCOUNTS and dropdown set to IMPORT OFX/QFX FILES. Click on the Account you want to change.

    Hope this helps

  2. 2 Posted by meme_lara on 22 Sep, 2023 04:13 PM

    meme_lara's Avatar

    It worked like a charm! Thank you.

  3. meme_lara closed this discussion on 22 Sep, 2023 04:13 PM.

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