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Transactions downloading to wrong account

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Peter Scranton

06 Jul, 2024 12:45 AM

Chase acquired First Republic Bank. They kept the same account number. Although I have marked the First Republic account "Inactive," all the transactions from Chase download to the First Republic account. I have removed the account number and routing number from the "Edit Account" window. How do I get the transactions to download to the new Chase account?

1. 1 Posted by dwg on 06 Jul, 2024 12:50 AM

   

   I think the first piece of information that is needed is what method is being used:

   - Direct Connect
   - Moneydance +
   - File download and import and hence what type of file.

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2. 2 Posted by Peter Scranton on 06 Jul, 2024 04:50 AM

   

   I am downloading and importing a QFX file.

   PETER SCRANTON
   310 295-9961

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3. 3 Posted by dwg on 06 Jul, 2024 05:38 AM

   

   Your QFX file would be linked to the account in Moneydance, this link needs to be reset.

   Use the Moneydance menu option Online → Match Online Accounts

   Then to disassociate a remembered import link, within the Match Online Accounts window you can:

       1. Select “Imported OFX/QFX Files”
       2. Identify the account with the mapping you want to change
       3. Use the pull down next to the account box and from the presented list select “None”

   When you next import a file into this account it should prompt if you want to remember the link.

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4. 4 Posted by Peter Scranton on 07 Jul, 2024 02:02 PM

   

   Thanks! That worked.

   PETER SCRANTON
   310 295-9961

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5. System closed this discussion on 06 Oct, 2024 02:10 PM.