Can't download Mortgage account

jafriede's Avatar


01 Mar, 2022 03:46 PM

I just signed up for Moneydance+. I have successfully linked some credit card accounts but am having trouble doing my mortgage. I successfully linked to my bank, CBI Bank & Trust, but am unable to download transactions for my mortgage. I have tried both setting up just a simple Liability account and a Loan account in Moneydance and neither works. Any ideas?

  1. Support Staff 1 Posted by Maddy on 01 Mar, 2022 04:07 PM

    Maddy's Avatar

    Hi John,
    Thank you for contacting Moneydance support.

    Moneydance does not support importing data or entering transactions into loan/mortgage accounts. The reason being that it should not be necessary. If you are making your loan payments from one of your bank accounts, when you download transactions for that bank account it will include debits for the loan payments. When you categorize these loan payments in the bank account, with the 'loan account' as the category, the corresponding matching entry in the loan account will be created.

    So, you will have to enter the transaction from the account on the other side as Moneydance does not allow transactions to be initiated from within loan account.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. 2 Posted by jafriede on 01 Mar, 2022 04:38 PM

    jafriede's Avatar

    Ok. That makes sense for the transactions. I'm not where I can use Moneydance now, but if I want the loan balance to be accurate and show up as a liability against my net worth how do i do that? Sorry if this is a dumb question.

  3. 3 Posted by jafriede on 02 Mar, 2022 12:07 AM

    jafriede's Avatar


    Please disregard my reply to your answer. I have figured it out getting the balance correct with this help topic:


  4. Support Staff 4 Posted by Maddy on 02 Mar, 2022 01:45 PM

    Maddy's Avatar

    I'm very pleased to hear that you have found a relevant answer in the Knowledge Base article.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    Maddy, Infinite Kind Support

  5. Maddy closed this discussion on 02 Mar, 2022 01:45 PM.

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