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02 Dec, 2019 01:05 AM
I am setting up a new MD file. After creating my checking account and setting it up for online banking, I downloaded transactions. My initial opening date for the account is 12/1/2019. Therefore I don't want any transactions before that date. After having MD download nearly 3000 transactions that date back to 2017, I deleted them as they were all before my setup date of 12/1/19. However, with each download, the old transactions are downloaded again. What can I do to prevent these transactions from downloading?
on 02 Dec, 2019 02:27 AM
The short answer is; you can't. It is uncommon for a bank to provide such a long time frame of data via OFX. The general rule is 60 to 90 days.
On the initial connection to your bank's OFX server, Moneydance downloads any and all available data
You should accept the data and use the filters in the register as needed to 'hide' them.
Just as an FYI, the Start Date in the Account properties form is just for your own reference and holds no power over the accounts data.
Something that you could try going forward is after the next closing date, try deleting one or two of the older transactions to see if they continue to d/l.
-Kevin N. (not a member of MD support)
on 03 Dec, 2019 01:41 AM
Can’t prevent transactions from downloading.
Can’t have a transaction that records both a category and a transfer.
Can’t budget a transfer.
Can I get a refund?
on 03 Dec, 2019 02:22 AM
From what I understand there is a 90-day refund policy. However I can not initiate it as I am not a member of MD support.
You should likely start a new thread requesting a refund so that it garners the appropriate attention.
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