Home → Switching to Moneydance →

reset my account or register

• Edit

lawrjenkins

10 Apr, 2015 03:39 PM

I exported and imported from another program iBank, everything went well but when I went to download transactions from my bank my balance was way off. So I deleted all the transactions and re-downloaded the transactions. What happened was I only got one transaction can I reset my account or register. Or is there a way to delete the bank account out of Moneydance.

1. 1 Posted by Scott Meehan on 10 Apr, 2015 04:59 PM

   

   Hi Lawrjenkins,

   You can delete a single account in your account from your data set by going to Tools -> Accounts, then selecting the account and clicking the Delete button. If you'd like, you can start completely from scratch by going File -> New to create a brand new data set.

   If your balances were off, did you already set an initial balance for your account? To change the Initial Balance of the account, open the account register and go to Account->Edit Account. You can enter mathematical equations in the Initial balance field in the account to calculate the amount it should be. For example if your current account balance is 1476.62, and the balance shown in Moneydance is 27.65, then enter 1476.62-27.65 (use the minus sign) in the Initial Balance field and hit enter. Moneydance will automatically calculate the proper Initial Balance.

   Scott Meehan
   Infinite Kind Support

   • Edit

2. 2 Posted by -Kevin N. on 10 Apr, 2015 05:15 PM

   

   Hi lawrjenkins,

   You can reset the account so as to have it re-download any available txns.

   To do so, open Moneydance to the account in question.
   From the menu bar, go to Online > Set Up Online Banking.
   In the resulting window, click the 'Reset Sync' button.

   HTH -Kevin N.

   • Edit

3. lawrjenkins closed this discussion on 11 Apr, 2015 06:24 PM.