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Mistaken association with account

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Matt Connors

13 Jan, 2024 06:23 PM

When downloading credit card account information from my bank, I mistakenly associated a downloaded file with the wrong credit card account in MoneyDance, and clicked the "remember" checkbox. I've tried to fix it in the Match Online Accounts dialog box, but that hasn't worked. How can I undo the association?

Thanks, Matt

1. 1 Posted by derekkent23 on 13 Jan, 2024 07:16 PM

   

   I am not support staff, just user.
   Hi Matt

   Assuming you has a fairly resent version build of Moneydance try:
   ONLINE - MATCH ONLINE ACCOUNTS highlight the ACCOUNT to the right of the ONLINE NAME/NUMBER to open a dropdown and select the correct account.

   Hope this helps.

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2. 2 Posted by Matt Connors on 14 Jan, 2024 10:14 PM

   

   Derek

   Thanks for replying! Yes, I tried that, it didn’t help. :-(

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3. 3 Posted by Stuart Beesley ... on 14 Jan, 2024 10:59 PM

   

   Toolbox extension. Update mode. Online banking tools. Forget banking link. Or something like that.

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4. 4 Posted by Matt Connors on 15 Jan, 2024 04:20 AM

   

   Stuart

   Thanks for the insight!

   The Forget OFX Banking File Import Link selection is disabled, saying that it only works for MD versions < 2022

   Is there another selection I should be using?

   Matt

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5. 5 Posted by dwg on 15 Jan, 2024 04:24 AM

   

   The capability was implemented as a core function in Moneydance 2023.

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6. 6 Posted by Stuart Beesley ... on 15 Jan, 2024 05:29 AM

   

   Well.. You should be using the ONLINE - MATCH ONLINE ACCOUNTS feature as mentioned above... Select OFX, then unmap the account.. It does work..

   When you say it doesn't work, can you explain further? Do you see the option, can you click the buttons... Pls try again.. If it doesn't work again, then grab help/console and upload that there..

   Also, you can email me for an unlock code that will enable that toolbox feature.
   …

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7. 7 Posted by Stuart Beesley ... on 15 Jan, 2024 05:33 AM

   

   see screenshot

   • 1.jpg 206 KB
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8. 8 Posted by Matt Connors on 16 Jan, 2024 03:06 AM

   
   Stuart

   
   

   The screenshots really helped. In the match online account dialog, I was looking at the option hat had my bank name, not knowing that the QFX file option was there. 

   
   

   All is good now, thanks so much for the help. 

   
   

   Matt

   
   

   On Jan 14, 2024, at 9:34 PM, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
   
   

    pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: rgb(239, 239, 239); border: 1px solid rgb(214, 214, 214); } blockquote { margin-left: 0px; padding-left: 1em; border-left-width: 5px; border-left-style: solid; border-left-color: rgb(204, 204, 204); }

   // Please reply above this line ================================================== From: Stuart Beesley (Mr Toolbox) see screenshot On Sun, Jan 14 at 09:29 PM PST, Stuart Beesley (Mr Toolbox) wrote: Well.. You should be using the ONLINE - MATCH ONLINE ACCOUNTS feature as mentioned above... Select OFX, then unmap the account.. It does work.. When you say it doesn't work, can you explain further? Do you see the option, can you click the buttons... Pls try again.. If it doesn't work again, then grab help/console and upload that there.. Also, you can email me for an unlock code that will enable that toolbox feature. written_drizzle_0v @ icloud.com

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9. Maddy closed this discussion on 16 Jan, 2024 11:58 AM.