Home → Online Banking →

importing downloaded transactions

• Edit

Joe Hill

12 Jun, 2023 01:21 AM

I added a bank account to my ledger, added a few transactions, then downloaded QFX transactions. Moneydance is set to open those downloads automatically; a dialog box appears to apply the transactions to a specific account with a check box to remember the account. Unfortunately, I attached the download to the wrong account with the check box checked. Now every time I download transactions, they go to the wrong account. Is there a way to reset the account to which a download automatically applies?

Thank you in advance for answers

1. 1 Posted by dwg on 12 Jun, 2023 01:33 AM

   

   I'm a fellow user.

   It depends on what version of Moneydance you are using, but in recent versions to reset the “Remember This Choice” option, you need to use the match online window.

   To access this use the menu path Online → Match Online Accounts.

   Within this window ensure that “Imported OFX/QFX” is selected then identify which account you want to clear the option for.

   Select the account and in the drop down select “None”.

   You may need to Close and reopen Moneydance. You should now be able to perform the import and be prompted for the account.

   • Edit

2. 2 Posted by Joe Hill on 12 Jun, 2023 01:54 AM

   

   Thank you for the reply; I am using version 2021.1 (3069).
   Unfortunately, I cannot find a "match online window " in any menu path
   (see screen shot)

   Thank you :blush:

   • Moneydance.png 36.4 KB
   • Edit

3. 3 Posted by dwg on 12 Jun, 2023 02:02 AM

   

   The option was implemented in Moneydance 2022.

   For older version you can install the Toolbox extension, it has an option to remove the association

   • Edit

4. 4 Posted by Joe Hill on 12 Jun, 2023 02:07 AM

   

   Thank you, I really appreciate your help

   ------ Original Message ------

   • Edit

5. System closed this discussion on 11 Sep, 2023 08:00 AM.