Moneydance+ multiple accounts of the same kind at the same institution

Terri Policy's Avatar

Terri Policy

01 May, 2022 02:46 PM

I have multiple accounts of the same kind at my financial institution. I want to associate each account to its corresponding Moneydance account and there isn't any detail in the list of accounts in the Set Up Moneydance+ popup for me to tell which is which. All the accounts are listed as 360 Savings (USD) -- no account number info.

  1. Support Staff 1 Posted by Ethan on 01 May, 2022 09:50 PM

    Ethan's Avatar

    Hello,

    Yes, we've unfortunately seen this with some banks. Moneydance+ can only display the information that is sent to it, and it seems like some banks only send generic data.

    One option that seems to work for a few people is if your bank allows you to give a nickname to your accounts, usually through their website. Sometimes this information is then transmitted through Moneydance+

    Without that, unfortunately the only thing we can recommend is downloading an account and seeing what comes through. One method some people use is to create a temporary fake account in Moneydance (Account -> New Account), choose one account to download to there, see what's in it, then disconnect that account, and associate it with the correct account.

    Sorry this is complicated; we haven't figured out anything else that we can do with limited data. On the plus side, this should be a one-time setup process.

    Ethan
    Infinite Kind Support

  2. 2 Posted by Terri Policy on 08 May, 2022 04:32 PM

    Terri Policy's Avatar

    Thanks Ethan,

    I finally had a moment to test this out and it worked just fine.

    Thank you.

  3. Support Staff 3 Posted by Ethan on 08 May, 2022 04:38 PM

    Ethan's Avatar

    That's great to hear! Thanks for reporting back. Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 08 May, 2022 04:38 PM.

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