Payee list disappeared

PacNW's Avatar

PacNW

09 Jul, 2015 01:49 AM

I recently update from 2014 to 2015, now on one of my bank accounts my payee list has completely disappeared, there is not a single payee in the drop down list. I do have payees for my other bank account.

I still have the 2014 Moneydance, how can I get my payees back?

Thanks you,
Bill

  1. Support Staff 1 Posted by Ethan on 09 Jul, 2015 11:42 AM

    Ethan's Avatar

    Hello Bill,

    You should be able to fix this issue by refreshing the Payees list. Open your account from the left sidebar, then go to Online->Online Bill Payment menu and refresh the payees there.

    Ethan
    Moneydance Support

  2. 2 Posted by avp2 on 16 Jul, 2015 07:45 PM

    avp2's Avatar

    Also note that Wells Fargo has separate payees and scheduled payments for its OFX/direct access service and its website Bill Pay service, i.e. web payees and payments do not show in MD and vice versa, until a payment transaction "clears".

    Wells Fargo is the only bank I have had that does this, but there may be others.

  3. 3 Posted by Ben Spencer on 16 Jul, 2015 09:20 PM

    Ben Spencer's Avatar

    Please can you verify the version of Moneydance you are running. To do this run Moneydance and from the menu bar select Help->Console Window... Then copy and paste the output of the console window to this discussion.

    Ben Spencer
    Infinite Kind Support

  4. 4 Posted by avp2 on 16 Jul, 2015 11:28 PM

    avp2's Avatar

    The Wells Fargo thing is not an MD bug/problem - just the way the WF system works. Just thought I would post the info in case the original poster was using WF or had a similar situation.

    I talked to my local branch exec's and sent a couple emails to them about it being confusing and inconvenient. So far, they have not been interested in making a change.

  5. System closed this discussion on 19 Mar, 2016 04:58 AM.

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