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

layer's Avatar

layer

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

    Hi,

    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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