downloads into wrong account

Bill Baumgartner's Avatar

Bill Baumgartner

21 Apr, 2015 08:25 PM

When I use online download, the download goes to the wrong account. Each account has its own account number so I don't see that as a problem.

  1. 1 Posted by -Kevin N. on 21 Apr, 2015 08:44 PM

    -Kevin N.'s Avatar

    Hi Bill,

    It sounds like your accounts are not mapped properly.

    In Moneydance, disable the online banking connection to each of the problem accounts then re-enable them.

    When you do so, click the 'New Connection' button each time for each account. Even though your financial institution may already be listed in the Financial Institutions drop-down list.

    Follow the prompts. Take your time. There are screens that may take a few seconds to appear. If you skip any of these screens your accounts will not map properly.

    HTH -Kevin N.

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