Home Equity

dbrown2005's Avatar

dbrown2005

23 Sep, 2009 02:51 AM

How do you set up a home equity line of credit so you can download transactions? The account is through National City which has both a checking and the home equity. If I set the account up as a credit card (which is the way Quicken does it) the only account it shows is the checking account online bill pay enabled. If I set it up as a bank account I can set the home equity in the online bank setup but when I try to download transactions it asked me to select an account with the matching number of the account. The accounts in the list are for credit card accounts.

Thank You.

  1. 1 Posted by Brian Adler on 25 Sep, 2009 03:42 PM

    Brian Adler's Avatar

    Hello,

    Unfortunately, there is an issue we are experiencing with creating connections from Moneydance to Lines of Credit. It has been introduced just in recent versions. We will have it resolved in Moneydance 2010 which is going to be released before the end of the year.

    Sincerely,

    Brian Adler

    Moneydance Support

  2. 2 Posted by dbrown2005 on 27 Sep, 2009 08:09 PM

    dbrown2005's Avatar

    Brian,

    I found a way to download my Home Equity into a credit card type account. I
    made a checking account called "Home Equity" and a credit card account
    called "Home Eq". Then in the checking account I set up the download
    banking information and when I download it will ask for the credit card
    account and will download the information into the credit card account.
    This will work until 2010 is released.

    Is there any planned release date for Moneydance 2010? Also, is there
    anywhere listing some of the improvements planned for Moneydance 2010?

    Thank You,
    David Brown

    On Fri, Sep 25, 2009 at 11:42 AM, Brian Adler <
    [email blocked]<tender%[email blocked]>
    > wrote:

  3. 3 Posted by Brian Adler on 28 Sep, 2009 04:27 AM

    Brian Adler's Avatar

    David,

    That is a great solution. Thank you for sharing it. The only date of release I can promise for MD 2010 is before the year is over. We are planning to make a blog entry soon with some planned improvements for this new release as well as some screen shots (the look and feel of the program are being significantly updated).

    Sincerely,

    Brian

    Moneydance Support

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