credit card number change not working
Hi All,
Mac OS 12.1, Moneydance 2022.2 (4060). Old credit card number not replacing.
I had to replace one of my credit cards with one with a new number. I went into the associated account and changed the credit card number in moneydance. I then went to Set Up Online Banking, clicked Disable, yes, went back to Set Up Online Banking, saw that nothing had changed. Went ahead and clicked Change, Connect to OFX services, selected Citi Cards, confirmed the Account selection from Moneydance, entered in my password, then I get prompted to choose the account. In that field is the old credit card number. The pull down menu doesn't allow me to select anything else. I can not type in the new credit card information. So that's where I am stuck.
Please help.
Thanks,
Chris
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1 Posted by dtd on 07 Feb, 2022 10:16 PM
just a user
the account number(s) presented during connect to ofx services are provided by the bank (showing you've put in the right username/password), not by Moneydance. So the bank is still showing you the old number.
I've seen with some of my connections that the banks present odd numbers - sometimes making it hard to link them properly (i.e. parent numbers where I have a "child" account)
I'd suggest just picking the old number, and hope that the bank if/when it changes it to the new number keeps the link the same. If it suddenly stops working, then I would do the process you describe and see if the number has changed.
Hope that helps.
2 Posted by Chris on 07 Feb, 2022 10:27 PM
Thank you. Based on your suggestion, I logged into the credit card website to confirm the old credit card number. Then I went back to moneydance to follow your direction. When I did it, the new account number showed up. I was able to complete the registration and download the new transactions.
Logging in must have somehow reset the bank's database for ofx.
Best to you.
Chris
3 Posted by dtd on 07 Feb, 2022 10:27 PM
glad it worked for you!
System closed this discussion on 09 May, 2022 10:30 PM.