switch banks for existing account.
My bank was just purchased by another one, and all my accounts will be getting changed to the new bank with all new bank account numbers. Is there any way to point my existing Moneydance accounts to the new bank? I'd like to maintain my current payment categories and transaction history if possible.
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1 Posted by -Kevin N. on 20 May, 2023 10:27 PM
Hi dave cox,
One option would be to just change the names & account numbers of the accounts in question so that they reflect the new acquiring bank's particulars.
You would likely need to also change the username and password for the effected accounts.
-Kevin N. (not a member of MD support)
System closed this discussion on 19 Aug, 2023 10:30 PM.