Connect only select institution accounts
In my first foray into MoneyDance online banking, I ran into two issues. The first were errors, but eventually the institution showed up, although as a duplicate. I figured out how to delete it. Still, kind of klunky.
The second issue is problematic. We have seven accounts as this particular institution, yet I only want to connect three of them. Unfortunately, lack of information shown on the connection page makes it impossible to know which account I'm trying to connect. The only method I can think of is to connect ALL of them, then go back and delete those I don't want.
Is there a better way?
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1 Posted by Stuart Beesley ... on 21 Dec, 2022 06:34 PM
Try to set a nickname on the accounts with the bank. Sometimes this comes through.
Use toolbox. Online banking tools. The first option. Look in the md+ connections section for account ending digits. If they are there then you can match this to your md+ screen
As you say, trial and error. Set one up to a dummy account, match that. Work it which account it is. Then match it to the real account and reset sync date.
2 Posted by tim on 22 Dec, 2022 02:16 AM
Thank you, Stuart. The nicknames worked.
I also installed the Toolbox, and will poke through there for future challenges. :-~
I've probably forgotten how much time I spent setting up Quicken, so I'll try to be patient as I experiment with MoneyDance over the next couple of months.
tim closed this discussion on 22 Dec, 2022 02:17 AM.