Sigh, I did something boneheaded this morning...
I downloaded a QFX file from JP Morgan Chase...and then assigned it to the wrong account, and told Moneydance to remember my choice.
Now all my downloads are going to the wrong account.
How do I get Moneydance to forget the wrong account assignment?
#1 Posted by Stuart Beesley ... on 19 May, 2023 04:48 PM
If using md2021 or earlier, then use toolbox. Online banking tools and then forget remembered banking link
Else
Menu online. Then something like:
Match Online Accounts.
Select, 'Imported OFX/QFX Files' from the dropdown list at the top.
Map your account to blank/none
#2 Posted by -Kevin N. on 19 May, 2023 04:54 PM
Hi Mark,
Make a backup of your data and then try this...
From the Moneydance menu bar, go to Online > Match Online Accounts.
Select, 'Imported OFX/QFX Files' from the dropdown list at the top.
Locate the account number in question in the left column and click on it's associated account name in the right column.
Either select 'None' or select the appropriate account name.
-Kevin N. (not a member of Moneydance Support)
#3 Posted by mark on 23 May, 2023 03:30 PM
Thanx to both of you, that was the answer. I keep forgetting the the Moneydance UI doesn't always show hints to indicate which fields are editable (e.g., which ones are a dropdown).
System closed this discussion on 22 Aug, 2023 03:40 PM.