Downloading bank transactions

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barry

09 Apr, 2015 03:04 AM

I am setting up trial version and thrilled until now.

When I uploaded bank transactions ( B of A) it loaded both my checking account AND VISA card into my check register.

  1. Support Staff 1 Posted by Ian L on 09 Apr, 2015 02:18 PM

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    It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one account is pointing to each of your Moneydance accounts).
    To fix this, disable the Online Set-up for the problem accounts. Then you will need to re-enable them. Once you have entered your ID and Password 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.

    Ian
    Infinite Kind Support

  2. 2 Posted by Barry Shulman on 09 Apr, 2015 07:21 PM

    Barry Shulman's Avatar

    OK that seemed to work but now all the accounts are a mess. Is there a simp[le way to delete everything and start all over?

  3. 3 Posted by Barry Shulman on 09 Apr, 2015 07:26 PM

    Barry Shulman's Avatar

    Sorry, one more question.

    I keep two entirely different sets of books and records for myself and another person. How do I set up two entirely different databases?

  4. 4 Posted by dwg on 09 Apr, 2015 09:31 PM

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    The menu option File|New will create a completely new and independent set of books and records.

    You switch between your books by using the menu item File|Open.

    Des

  5. 5 Posted by Barry Shulman on 09 Apr, 2015 10:53 PM

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    I can open the new set of books just fine but now can’t upload the Quicken Essentials database by using this method.

  6. 6 Posted by Ron S on 10 Apr, 2015 01:31 AM

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    IAN- Thank you for your reply to Barry on 09 Apr. I was having the exact same issue with Wells Fargo checking & savings acts. Your solution was perfect. When I first set up the two accounts, I obviously did not wait to choose the account type to differentiate it from the top-listed checking act. I believe this will be a common frustration, but your answer provided the correct solution.

  7. Support Staff 7 Posted by Ian L on 10 Apr, 2015 01:56 PM

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    Barry,

    In Moneydance, go the the Window->Welcome to Moneydance menu option. This will open the welcome screen. From there, you can import a new Quicken Essentials data file.

    Ian
    Infinite Kind Support

  8. System closed this discussion on 19 Mar, 2016 04:55 AM.

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