Transactions from other accounts get downloaded to account
I opened a new account in Vanguard. When I download transactions
for the account I get 4 or 5 transactions from another account. I
then have to delete the transactions and the securities the
download added to the account. Any ideas?
Thank you.
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Support Staff 1 Posted by Ethan on Jan 15, 2017 @ 02:28 PM
It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one or more online accounts are pointing to your accounts in Moneydance incorrectly).
To fix this, open the affected account, go to Online -> Set Up Online Banking, and click on the Disable button. Repeat for all other affected accounts. Then you will need to re-enable them one by one using the same menu. Once you have entered your ID and Password for an account, click Ok and wait (do not click next). You need to see a window that will display - Please choose the account you wish to use - which are your accounts listed in a drop down list. If you bypass this window - your Moneydance account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
2 Posted by elliot.abrons on Jan 25, 2017 @ 07:19 PM
It worked. Inquiry can be closed. Thank you.
Elliot
From: Ethan <[email blocked]>
Reply-To: <[email blocked]>
Date: Sunday, January 15, 2017 at 8:28 AM
To: Elliot-CL Abrons <[email blocked]>
Subject: Re: Transactions from other accounts get downloaded to account
[Online Banking #4694]
Ian O closed this discussion on Jan 27, 2017 @ 12:19 PM.