Multiple checking accounts at the Suntrust bank

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11 Jul, 2015 02:59 PM

I am using Money Dance Version 2015.5 (1225) We have a primary checking account which downloads transactions just fine. Recently, we added another checking account at the same bank. Steps were account, new account, Bank then the Create Account Bank form was filled in with account name, Bank name, start date, account number, and routing number. Then I clicked OK. Everything seemed to be OK.

When I go to the main screen and click Online there is a drop down entry for the new account which states: download transactions for (account name). However it is greyed out and if I left click on it nothing happens. If I select Download all transactions it downloads only the primary account and does not download any transactions for the new account. Am I doing something wrong?

  1. Support Staff 1 Posted by Ethan on 11 Jul, 2015 03:13 PM

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    It sounds like you have entered your account information into Moneydance, but haven't gone through the setup process for connecting this account to your bank. To do this, you should open this account register by clicking on it where it is listed in the left sidebar, and then go to Online -> Set Up Online Banking from the menu bar. Is this option greyed out when you take these steps?

    Moneydance Support

  2. 2 Posted by Larry Walker on 11 Jul, 2015 07:53 PM

    Larry Walker's Avatar

    Thanks, Ethan. I’ll give that a try.

  3. 3 Posted by Larry Walker on 11 Jul, 2015 08:03 PM

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    That worked, Ethan. Thank you very much!

    Larry Walker

  4. Support Staff 4 Posted by Ethan on 11 Jul, 2015 08:18 PM

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    Hi Larry,

    Great, I'm glad to hear things have been sorted out! Please let me know if I can be of further assistance,

    Moneydance Support

  5. Ethan closed this discussion on 11 Jul, 2015 08:18 PM.

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