Two accounts at same bank and Moneydance can only set up connection to one

Richard Fay's Avatar

Richard Fay

21 Apr, 2015 10:01 PM

I have a checking and a credit card account at the same bank. When I go through the steps I am careful to specify which is which but no matter what I do, both accounts get set up as the credit card. This is causing a major problem because when I try to download checking transactions I get the credit card and it takes forever to get rid of them. I may soon get rid of Moneydance.

  1. 1 Posted by -Kevin N. on 21 Apr, 2015 10:49 PM

    -Kevin N.'s Avatar

    Hi Richard,

    Try this...

    In Moneydance, disable online banking for both accounts.

    When you go to re-enable online banking, click the 'New Connection' button. Even though your financial institution may already be listed in the 'Financial Institutions' drop-down list. Do this for each account.

    Follow the prompts, take you time. Some screens may take a second or two to appear. If you bypass any of these screens your accounts will not map properly.

    HTH -Kevin N.

  2. 2 Posted by Dick Fay on 22 Apr, 2015 01:29 AM

    Dick Fay's Avatar

    Thanks

    I think it is working.

  3. 3 Posted by David Hanley on 23 Apr, 2015 01:13 PM

    David Hanley's Avatar

    Hi Dick,

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

    David Hanley
    Infinite Kind Support

  4. David Hanley closed this discussion on 23 Apr, 2015 01:13 PM.

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