Manually downloaded account data is going to wrong MD account

WR Smith's Avatar

WR Smith

28 Feb, 2021 03:46 PM

I chose the wrong account to import data into. How can I fix this mistake?

Here's the setup instructions from the MD online help.
Importing OFX, QFX and OFC files
Your account number will be displayed, and below this you can choose which account you'd like to import the data into.
Moneydance will attempt to match the imported account with your existing accounts and should identify the correct account in subsequent imports.

  1. 1 Posted by Stuart Beesley ... on 28 Feb, 2021 05:10 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    If you are on MD2021, and on at least build 2012 - i.e. preview build 3034+ then you can use the toolbox extension...

    Preview link: https://infinitekind.com/preview

    Site and instructions here:
    https://yogi1967.github.io/MoneydancePythonScripts/

    Direct download:
    https://infinitekind.com/app/md/extensions/toolbox.mxt

    Once installed, Extensions, Toolbox

    Then, Advanced mode, OFX Banking Menu, Forget OFX Banking Import Link.

    If on a Mac, you will see two jiff*.dylib messages. These are irrelevant, just click bin/ignore/cancel.

    Let me know how you get on?

    (not support, just a fellow user)

  2. 2 Posted by MrBill on 01 Mar, 2021 10:54 PM

    MrBill's Avatar

    Thank you. Your help fixed my problem.

        On Sunday, February 28, 2021, 10:10:50 AM MST, Stuart Beesley - JUST A FELLOW USER <[email blocked]> wrote:

      #yiv5954430822 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv5954430822 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  3. Melissa closed this discussion on 01 Mar, 2021 11:08 PM.

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