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.

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