all transactions from Wells Fargo accounts posting to one account

George's Avatar

George

07 Jul, 2020 04:30 PM

Title says it. Last couple of days all the transactions retrieved on-line for my multiple Wells Fargo accounts are posting to one of the accounts. It seems to be maybe that they post to the first account polled. This is new behavior of something that has worked well for years prior, maybe related to 2020 (1915) update.

- GWS

UPDATE -- This turned out to be operator error. Some charges were made on a personal debit card rather than a business credit card. Which very well explains why the transactions showed up in the unexpected account. I apologize for the noise.

- GWS

  1. Support Staff 1 Posted by Ethan on 07 Jul, 2020 08:03 PM

    Ethan's Avatar

    It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one or more online accounts are pointing to your accounts in Moneydance incorrectly).

    To fix this, open the affected account, go to Online -> Set Up Online Banking, and click on the Disable button. Repeat for all other affected accounts. Then you will need to re-enable them one by one using the same menu. Once you have entered your ID and Password for an account, click Ok and wait (do not click next). You need to see a window that will display - Please choose the account you wish to use - which are your accounts listed in a drop down list. If you bypass this window - your Moneydance account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. 2 Posted by George on 07 Jul, 2020 08:23 PM

    George's Avatar

    Of course that was the first thing I tried, despite the fact that I had changed nothing in my configuration. The problem persists after remapping. It is as if the transfer is querying all accounts, ignoring the account identifiers and just dumping all accounts into the one used to make the request.

    - GWS

    Sent from my mobile device using both thumbs.

  3. 3 Posted by avp2 on 17 Jul, 2020 07:28 PM

    avp2's Avatar

    FWIW, I had problems with bill payments, and deposits, in my WF checking getting put in my WF Advisors cash account. Had to call them to have the transactions fixed. That has never happened to me with any other institution and occurred more than a few times.

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