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Newbie questions

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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

   

   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

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

   

   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

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

   

   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

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