Moneydance+ for CapOne... labels are too generic I can't figure out which is what account

layer's Avatar


09 Jan, 2022 10:00 PM

How to know what accounts those are?

  1. 1 Posted by layer on 09 Jan, 2022 10:00 PM

    layer's Avatar

    On the CapOne website they all have names.

  2. Support Staff 2 Posted by Jenny on 10 Jan, 2022 09:27 AM

    Jenny's Avatar


    Unfortunately, Moneydance can only display the account data that is provided by the bank.
    However, often the bank allows you to go to the website and give each account a unique nickname. These nicknames will often then show up in Moneydance+ instead of the generic account title.

    Jenny, Infinite Kind Support

  3. 3 Posted by layer on 10 Jan, 2022 12:34 PM

    layer's Avatar

    They all have nicknames. Oh well. Guess I’ll have to guess. Thanks.

  4. 4 Posted by layer on 11 Jan, 2022 12:15 AM

    layer's Avatar

    The answer is to do the accounts one at a time. That way, you know the number so can associate it with the correct MD account.

  5. layer closed this discussion on 11 Jan, 2022 12:15 AM.

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