created 2nd bank, but all categories and balances from 1st bank copy appear on 2nd bank

Bari Holman's Avatar

Bari Holman

12 Jan, 2021 05:42 PM

I have used MD for about 6 years with just one Bank checking acct, Chase Bank. I now need to add a new Bank Acct, Wells Fargo Checking, along with unique categories for the Wells Fargo acct. I will continue to use Chase Bank as well. However, all of the categories (and their balances) from the Chase acct are copied over to the Wells Fargo acct. I need very different categories for Wells Fargo and starting with 0 balances. How can I achieve this? Do I need to create an entirely new MD file?

I am using MD version 2017.10 (1706) on Windows 10 PC

  1. 1 Posted by dwg on 12 Jan, 2021 08:07 PM

    dwg's Avatar

    I'm a fellow user.

    Categories are on a global basic across all accounts in the data set, there is no way of limiting categories to one account in the data set.

  2. Melissa closed this discussion on 21 Jan, 2021 11:06 PM.

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