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24 Sep, 2022 11:35 AM
I've been using Moneydance for years including the download function for various accounts. Something new just happened and I'm not sure how to fix it. With most of my accounts, when I download from the Moneydance site, the transactions "fill" immediately. But my VISA card sends a QFX file--Moneydance has always asked me if the matching account is correct (when I click it) before filling the transactions. The last time I did that I noticed that the dialog box had a "Do this every time" option and I checked it, thinking it would remove the confirmation step. But now when I did a new download on that account, and click on the QFX file, nothing fills--it's as if Moneydance doesn't see the new set of transactions.
I can't see a way to re-do the way that account works--put it back to the way it worked before.
Stuart Beesley ...
on 24 Sep, 2022 11:48 AM
Depends on your version. Either MD menu online, match online accounts, select imported OFX, select NONE
Or toolbox extension. Update mode. Forget banking link.
on 24 Sep, 2022 12:25 PM
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