Newbie questions

pdkbrown's Avatar

pdkbrown

23 Dec, 2015 10:10 PM

Hi, just migrated from Quicken and I notice that I seem to have a Moneydance Base Checking and Bank Checking for each account. What/why is that? All I did was export and import a QIF file.

  1. Support Staff 1 Posted by Ethan on 25 Dec, 2015 02:00 PM

    Ethan's Avatar

    That's strange. Which version of Quicken were you coming from? Can you confirm that you were following the import instructions available at http://help.infinitekind.com/kb/importing-data-from-banks-and-other... ?

    Ethan
    Moneydance Support

  2. 2 Posted by pdkbrown on 25 Dec, 2015 08:07 PM

    pdkbrown's Avatar

    Hi, Ethan.
    Yes, I did follow those instructions.

    After several efforts installing, and removing accounts, what I am left
    with is:
    1. One Brown Checking Base (with purple stacks of dollars graphic); and
    2. Two items called Checking, Checking SLO (these are names I provided--
    with the bank building graphic).

    What is the base?
    To get to this point, I had to remove several other items called base and
    other building items without names. I just deleted them.

    I did also read your manual and can find no description of the base account.
    Thanks,
    Pamela

  3. Support Staff 3 Posted by Ethan on 27 Dec, 2015 05:50 PM

    Ethan's Avatar

    Hello Pamela,

    I think you may have encountered a bug that we fixed in a recent update. To be sure, could you send in a screenshot of the window that appears when you go to Tools -> Accounts? If you're not sure how to take a screenshot, please see http://take-a-screenshot.org/

    It may make sense at this point to download the latest preview version at http://infinitekind.com/preview and create a new data file (File -> New) to try to import again. This shouldn't happen with the latest preview version.

    Ethan
    Moneydance Support

  4. System closed this discussion on 27 Mar, 2016 05:50 PM.

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