two accounts at one bank

Ryan's Avatar

Ryan

31 Jan, 2016 07:11 AM

I'd like to set up online banking, but I have six accounts with one bank. Three of them are visible from one user and three of them are visible from another user. Setting up online banking in moneydance, only seems to let me see three of those accounts at a time.
I've been able to configure it so that either the first three accounts or the other three accounts can be downloaded, but not all six.
Is there a way to configure it to allow me to have two user accounts with the same bank?

  1. 1 Posted by David Hanley on 31 Jan, 2016 01:23 PM

    David Hanley's Avatar

    Hi Ryan,

    Can you give me the name(s) of the financial institution(s) you're trying to connect to? Can you please verify the exact build version of Moneydance you are running? To do this run Moneydance and from the menu bar select Help->Console Window... Then copy and paste the output of the console window to this discussion.

    Thanks!

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Ryan on 31 Jan, 2016 04:46 PM

    Ryan's Avatar

    Thanks for looking at this!

    My financial institution for this use case is Vanguard.
    My Moneydance build is 2015.3 (1175)

  3. 3 Posted by Scott Meehan on 31 Jan, 2016 05:06 PM

    Scott Meehan's Avatar

    Hi Ryan,

    Can you try upgrading to the latest preview release of Moneydance from here:

    http://infinitekind.com/preview

    and see if that fixes the issue that you're seeing?

    Scott Meehan
    Infinite Kind Support

  4. 4 Posted by Ryan on 31 Jan, 2016 05:27 PM

    Ryan's Avatar

    I upgraded and now my Moneydance version reports that it is 2015.7 (1341)

    I then went through the process to set up online banking for both user accounts at vanguard and I was able to download transactions from each of the six accounts.

    It worked perfectly.
    Thanks!

  5. 5 Posted by David Hanley on 31 Jan, 2016 05:38 PM

    David Hanley's Avatar

    Ryan,

    Great to hear you're back up and running, feel free to contact us for any additional support!

    David Hanley
    Infinite Kind Support

  6. David Hanley closed this discussion on 31 Jan, 2016 05:38 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac