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Terria Hampton's Avatar

Terria Hampton

23 Feb, 2020 03:25 PM

How can I get it to download only from Jan 1 2020. I downloaded way back to 2018 and now my balances are off.

  1. Support Staff 1 Posted by Ethan on 23 Feb, 2020 06:38 PM

    Ethan's Avatar

    Hello,

    Are you using direct connections with your bank, or are you manually downloading and importing a file from your bank's website? If it is the latter, then you can often specify a date range with those downloads, but this varies from bank to bank. If it is the former, then there's no way to specify a date range; Moneydance will always download all of the information the bank sends it. In that situation, adjust the initial balance of your account (Account -> Edit Account from the menu bar) to make your balances come out correct. This should be a one-time adjustment.

    Ethan
    Infinite Kind Support

  2. System closed this discussion on 24 May, 2020 06:40 PM.

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